David
Yankee
Osaic Institutions, Inc
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About this Advisor
David Yankee is a financial advisor based in Springfield, Illinois, working with Osaic Institutions, Inc. David has previously held positions at Pruco Securities, LLC, Woodforest National Bank, Prudential Insurance Company Of America, Infinex Investments, Inc, and Alliance Community Bank. David has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, David is part of Osaic Institutions, Inc, which operates out of Springfield, Illinois. The firm has 557 offices and 722 employees. The firm manages assets totaling $3.6 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Osaic Institutions, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Institutions, Inc Brokerage Details
$3,626,644,800
722
8,478
$427,771
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
David Yankee Work History
Infinex Investments, Inc
Alliance Community Bank
Prudential Insurance Company Of America
Pruco Securities, LLC
Woodforest National Bank
Disclosures
Please visit the SEC profile of David Yankee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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