Christopher
Yandell

Commonwealth Financial Network

CRD#4410817
Investment Advisor
in Orlando, FL

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About this Advisor

Christopher Yandell is a certified financial planner based in Orlando, Florida, who has 15 years of financial industry experience. Yandell is an employee of Commonwealth Financial Network. The advisor has gained experience at Investment Centers Of America and Commonwealth Financial Network. Yandell holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Florida. Commonwealth Financial Network is a firm headquartered in Orlando, Florida. It has offices in 1,090 locations and a total of 3,400 people on staff. It administers $111 billion in total assets among its 436,517 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 277 charitable organizations. Of its 436,517 client accounts, just 4% are associated with high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, including 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. Financial advisory fees usually depend on which service is provided. However, fees charged by Commonwealth Financial Network most likely are comprised of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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, Fixed Fees, Commissions

Disclosures

No

Office Location

626 West Yale Street
Orlando, FL 32804

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$111,440,393,319

FL Average: $16,012,751,954
Total Number of Employees

3,400

FL Average: 118
Total Number of Accounts

436,517

FL Average: 4,567
Average Account Size

$255,295

FL Average: $3,506,186

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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

Christopher Yandell Work History

Christopher has 15 years of experience.

2017 - Present (4 years)

Commonwealth Financial Network

2005 - 2017 (12 years)

Investment Centers Of America

Disclosures

Christopher Yandell has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
Jane Braun
San Diego, CA
Jonathan Shepard
Suwanee, GA
Melinda Pakulski
Williston, VT
Stephanie Gallegos
Dedham, MA
Ashley Kriner
Auburn, MA
Michael Manning
San Diego, CA
Christina Mccalla
Waltham, MA

This content was compiled from the SEC and FINRA.

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