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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Yorg is an Investment Advisor Representative at Buckingham Strategic Partners, LLC. Jeffery Yorg has been in the industry since 2014. Jeffery Yorg has a Series 65 license and holds the Certified Financial Planner designation. Buckingham Strategic Partners, LLC is a fee-only Registered Investment Advisor based in St. Louis, MO. The firm provides a variety of services including financial planning, pension consulting, educational seminars, and portfolio management. Buckingham Strategic Partners, LLC has a strong focus on serving high-net-worth individuals and charitable organizations.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
A percentage of the total value of assets under management is charged.
Fee sharing with independent registered investment advisors
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2
MO
10/11/2019 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
IA
Issued 10/15/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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