Yolanda
Waters

Financial Engines Advisors L.L.C

CRD#3100406
Investment Advisor
in Plymouth Meeting, PA

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About this Advisor

Yolanda Waters is a certified financial planner based in Plymouth Meeting, Pennsylvania who has 5 years of relevant experience. Waters works at Financial Engines Advisors L.L.C. Throughout their career, they have worked at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Ef Legacy Securities, LLC, Edelman Financial Services, LLC and Financial Engines Advisors L.L.C. Waters has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Pennsylvania. Financial Engines Advisors L.L.C is a company headquartered in Santa Clara, CA. It has offices in 149 locations and a total of 1,514 people on staff. It manages $242 billion in assets under management between its 1,594,707 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 54 charitable organizations. Of its 1,594,707 accounts, just 2% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which services are offered. Fees charged by Financial Engines Advisors L.L.C can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Others

Office Location

600 W. Germantown Pike Suite 100
Plymouth Meeting, PA 19462

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Financial Engines Advisors L.L.C Brokerage Details

Total Assets Under Management

$241,970,176,743

PA Average: $7,578,581,321
Total Number of Employees

1,514

PA Average: 43
Total Number of Accounts

1,594,707

PA Average: 3,727
Average Account Size

$151,733

PA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Yolanda Waters Work History

Yolanda has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Financial Engines Advisors L.L.C

2016 - 2018 (2 years)

Ef Legacy Securities, LLC

2016 - 2018 (2 years)

Edelman Financial Services, LLC

2011 - 2016 (5 years)

Usaa Financial Advisors, Inc

2011 - 2016 (5 years)

Usaa Financial Planning Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Yolanda Waters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Engines Advisors L.L.C

Samuel Lindemann
Roseville, CA
Nicholas Chavez
Phoenix, AZ
Steven Murray
Whitman, MA
William Mcelroy
Phoenix, AZ
Rachel Gilmore
Saint Louis, MO
Fahima Shaw
Fairfax, VA
Anthony Badillo
Fairfax, VA
Joseph Bergen
Virginia Beach, VA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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