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Norman John Yester

LRI Investments

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About Norman John Yester

Norman John Yester is a financial advisor with over 20 years of experience in the financial services industry. Norman has a Series 7, Series 66, and SIE license, and is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Connecticut. Norman is currently employed at LRI Investments. Norman has worked previously for LPL Financial LLC and InterSecurities, Inc.. Norman has a diverse background, including experience in accounting, auditing, and tax services. Norman's professional experience has allowed him to develop a broad range of skills and expertise, including financial planning, investment management, and client relationship management. Norman provides advisory services to both individuals and businesses.

Firm Information

Norman Yester is currently registered with LRI Investments. LRI Investments is a Palm Beach Gardens, FL-based financial advisor that provides advisory services for individuals and pension plans. The firm manages $1,132,278,720 in assets for 1,250 clients. LRI Investments offers portfolio management services for individuals, financial planning, pension consulting, and participates in wrap fee programs.
LRI Investments

3825 PGA BLVD

PALM BEACH GARDENS, FL 33410

$1.13B

Assets Under Management

Not reported

Total Clients

16

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Norman Yester’s Registration & Firm History

FL

04/03/2024 - Present

LRI Investments (PALM BEACH GARDENS FL)

CT

01/18/2001 - 02/23/2021

LPL FINANCIAL LLC (GLASTONBURY CT)

FL

09/28/2000 - 11/27/2000

INTERSECURITIES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 10/19/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/27/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Norman John Yester.
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