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 whose office is in Orlando, Florida. Currently a registered financial advisor with Commonwealth Financial Network, Yandell has 13 years of experience in the financial advisory industry. Yandell holds a Series 66 license, qualifying the advisor as both a securities agent and an investment advisor representative. Yandell can operate based out of Florida. Over the course of their career, Yandell has held roles at Investment Centers Of America and Commonwealth Financial Network. Commonwealth Financial Network is based out of Orlando, Florida, and has 1,090 other locations throughout the country. In aggregate, Commonwealth Financial Network manages $81 billion in assets across 335,560 client accounts and employs more than 3,200 people. The firm's total assets under management makes it one of the biggest firms in the nation. The firm manages 328,891 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 3% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Commonwealth Financial Network provides 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. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 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

$85,214,650,650

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

3,350

FL Average: 118
Total Number of Accounts

388,288

FL Average: 4,567
Average Account Size

$219,462

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 13 years of experience.

2017 - Present (2 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.

This content was compiled from the SEC and FINRA.

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