Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yvette? Claim Your ProfileYvette Lavelle Lacombe is a financial professional with over 6 years of experience in the industry. Yvette has a Series 63, Series 24, SIE and Series 7 license and is currently registered with Charles Schwab & Co., Inc. Yvette previously worked at TD AMERITRADE, INC. Yvette's current branch location is in Westlake, Texas. Yvette has a strong background in providing financial advice and guidance to clients.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
04/14/2022 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
02/18/2016 - 07/26/2022
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 02/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/09/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Yvette Lacombe is the right advisor for you? Invested Better is here to help.
