Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lawrence Yost is a financial advisor who has been working in the industry since 1979. James is currently registered with LPL Financial LLC and holds Series 63, Series 24, Series 7, Series 1 and SIE licenses. James has experience working with a variety of clients including high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans and insurance companies. James specializes in providing financial planning, consulting and other non-discretionary advisory services, portfolio management for individuals and businesses, educational seminars and selection of other advisors. James is committed to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
06/04/2019 - Present
LPL Financial LLC (ADA MI)
MI
02/04/1992 - 05/21/2019
HORNOR, TOWNSEND & KENT, LLC (ADA MI)
NA
06/09/1987 - 01/31/1992
MONARCH SECURITIES, INC.
NA
09/18/1979 - 05/29/1987
SUN INVESTMENT SERVICES COMPANY
BC
Issued 11/17/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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