Danita
Yetter
Cape Investment Advisory, Inc
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About this Advisor
Danita Yetter is a financial advisor based in Hanover, Maryland, working with Cape Investment Advisory, Inc. Danita has previously held positions at Pruco Securities LLC, Homemaker, Navy Marine Corps Relief Society, The Prudential Insurance Company Of America, Cape Securities, Inc, Cape Investment Advisory, Inc, and American Global Wealth Management, Inc. Danita has passed the Series 66 regulatory exam and is registered to provide services in Maryland, North Carolina, and Pennsylvania. Currently, Danita is part of Cape Investment Advisory, Inc, which operates out of Hanover, Maryland. The firm has 29 offices and 140 employees. The firm manages assets totaling $365.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cape Investment Advisory, Inc includes asset-based fees.
Certifications and Registrations
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Cape Investment Advisory, Inc Brokerage Details
$365,212,023
140
1,630
$224,056
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
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
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
Hanover, MD
Mcdonough, GA
Mcdonough, GA
Mcdonough, GA
Charlotte, NC
Moraga, CA
Mcdonough, GA
Mcdonough, GA
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