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Linda Elaine Yeager

Tiller Private Wealth, Inc.

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About Linda Elaine Yeager

Linda Elaine Yeager is a financial advisor with Tiller Private Wealth, Inc., located in Bethlehem, Pennsylvania. Linda has over 20 years of experience in the financial services industry. Linda is a Certified Financial Planner™ professional and holds a Series 6, 7, 24 and 63 licenses. Linda has been registered with the Securities and Exchange Commission (SEC) since 1998. Linda's primary focus is working with high-net-worth individuals and families, as well as charitable organizations. Linda is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Linda Yeager is currently registered with Tiller Private Wealth, Inc.. Tiller Private Wealth, Inc. is a registered investment advisor headquartered in Bethlehem, Pennsylvania. They provide financial planning and portfolio management services for individuals, high-net-worth individuals, and charitable organizations. The firm has 2 licensed agents and 5 investment advisor representatives and manages approximately $590,696,915 in regulatory assets.
Tiller Private Wealth, Inc.

1412 WALTER STREET

BETHLEHEM, PA 18015

$590.70M

Assets Under Management

Not reported

Total Clients

3

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Linda Yeager’s Registration & Firm History

PA

11/18/2020 - Present

Tiller Private Wealth, Inc. (BETHLEHEM PA)

CT

12/01/2005 - 02/17/2006

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

NY

01/22/1998 - 12/01/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 04/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/25/2004

Series 24 - General Securities Principal Examination

BC

Issued 06/10/1998

Series 7 - General Securities Representative Examination

BC

Issued 01/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Linda Elaine Yeager.
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