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Christopher Yeagle

Honeygo Financial

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About Christopher Yeagle

Christopher Yeagle is an investment advisor representative with Honeygo Financial in FOREST HILL, MD. Christopher has been in the financial services industry since 2017. Previously, Christopher worked at Commonwealth Financial Network and Merrill Lynch. Christopher has passed the Series 66, SIE, and Series 7 exams.

Firm Information

Christopher Yeagle is currently registered with Honeygo Financial. Honeygo Financial is an independent financial advisor based in North Carolina, serving a diverse client base with a focus on individuals, high-net-worth individuals, and trusts. They offer comprehensive financial planning and portfolio management services, with approximately $4.46 million in assets under management.

$4.46M

Assets Under Management

23

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Yeagle’s Registration & Firm History

MD

07/01/2024 - Present

Honeygo Financial (FOREST HILL MD)

MD

03/22/2019 - 03/24/2020

COMMONWEALTH FINANCIAL NETWORK (SEVERN MD)

MD

06/02/2017 - 02/19/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HUNT VALLEY MD)

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Licenses & Designations

BOTH

Issued 07/14/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Yeagle.
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