Danita
Yetter
Cape Investment Advisory, Inc
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About this Advisor
Danita Yetter is a financial advisor operating in Hanover, Maryland with a total of 2 years of industry experience. Yetter is currently employed by Cape Investment Advisory, Inc. Yetter has gained experience at Pruco Securities LLC, Homemaker, Navy Marine Corps Relief Society, First United Methodist Church, Select Therapies & Affirma Rehab Inc (Affirma Bought Out Select), Rehab Choice At St Paul'S Home Bellville, Il, The Prudential Insurance Company Of America, Cape Securities, Inc, Cape Investment Advisory, Inc and American Global Wealth Management, Inc. Yetter maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland and North Carolina. Cape Investment Advisory, Inc is a firm operating out of Mcdonough, GA. The firm has offices in 29 locations and a total of 139 advisors. It controls $299 million in assets among its 1,589 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,589 accounts, just 5% are associated with high-net-worth individuals who have at least $1 million in investable assets. Cape Investment Advisory, Inc provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees vary depending on which service is provided. However, fee types charged by Cape Investment Advisory, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cape Investment Advisory, Inc Brokerage Details
$298,865,172
139
1,589
$188,084
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Danita Yetter Work History
Danita has been registered as a financial advisor for 2 years.*
American Global Wealth Management, Inc
Cape Investment Advisory, Inc
Cape Securities, Inc
Pruco Securities LLC
The Prudential Insurance Company Of America
Homemaker
Navy Marine Corps Relief Society
Homemaker
First United Methodist Church
Select Therapies & Affirma Rehab Inc (Affirma Bought Out Select)
Rehab Choice At St Paul'S Home Bellville, Il
*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 Danita Yetter 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 Cape Investment Advisory, Inc
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Orlando, FL
Hanover, MD
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
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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