Anna Yoder
Anna Yoder is a registered investment advisor at Cetera Investment Advisers LLC, based in Johnstown, PA, with 3 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
237 Johns Street, Suite 3, Johnstown, PA, 15901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anna works as an administrative assistant for Carpenter Financial Services (CFS), a broker-dealer providing wealth management services. This is a full-time position where Anna processes forms, prepares for appointments, manages files, schedules meetings, and supports advisors.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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