Andrew
Yost
Newbridge Financial Services Group, Inc
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About this Advisor
Andrew Yost is a financial advisor operating in Mooresville, North Carolina with a total of 2 years of industry experience. Yost is an employee of Newbridge Financial Services Group, Inc. Throughout their career, Yost has worked at Wells Fargo Securities, LLC, Regal Securities, Inc, Regal Advisory Services, Lpl Financial, LLC, Newbridge Securities Corporation and Newbridge Financial Servces Group Inc. Yost holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in North Carolina. Newbridge Financial Services Group, Inc is an advisory company headquartered in Boca Raton, FL. The investment advisory business has offices in 38 locations and a total of 141 advisors. It controls $472 million in total assets among its 2,184 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 2,184 accounts, just 10% are held by high-net-worth clients who have more than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management depend on which service is offered. However, fee types billed by Newbridge Financial Services Group, Inc can be comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Newbridge Financial Services Group, Inc Brokerage Details
$471,970,819
141
2,184
$216,104
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrew Yost Work History
Andrew has been registered as a financial advisor for 2 years.*
Newbridge Securities Corporation
Newbridge Financial Servces Group Inc
Lpl Financial, LLC
Regal Securities, Inc
Regal Advisory Services
Wells Fargo Securities, LLC
*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 Andrew Yost 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 Newbridge Financial Services Group, Inc
Morristown, NJ
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
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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