Brady
Yohn

Advisory Services Network

CRD#7574562
Investment Advisor
in Souderton, PA

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About this Advisor

Brady Yohn is a financial advisor based in Souderton, Pennsylvania, working with Advisory Services Network. Brady has previously held positions at The Vanguard Group, Inc, Harvey's Main Street Barbecue, Wawa, East of Maui Surf Shop, Manheim Central High School, University of Scranton, and Advisory Service Network, LLC. Brady has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Brady is part of Advisory Services Network, which operates out of Souderton, Pennsylvania. The firm has 84 offices and 215 employees. The firm manages assets totaling $6.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Advisory Services Network includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

751 Wambold Road, Suite 2
Souderton, PA 18964

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Advisory Services Network Brokerage Details

Total Assets Under Management

$6,818,718,908

PA Average: $3,570,121,308
Total Number of Employees

215

PA Average: 58
Total Number of Accounts

24,286

PA Average: 1,608
Average Account Size

$280,767

PA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brady Yohn Work History

2023 - Present (1 year)

Advisory Service Network, LLC

2022 - 2023 (1 year)

The Vanguard Group, Inc

2021 - 2021 (< 1 year)

Harvey'S Main Street Barbecue

2018 - 2020 (2 years)

Wawa

2018 - 2022 (4 years)

University Of Scranton

2015 - 2017 (2 years)

East Of Maui Surf Shop

2014 - 2018 (4 years)

Manheim Central High School

Disclosures

Please visit the SEC profile of Brady Yohn 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 Advisory Services Network

Jerry Ford
Atlanta, GA
Justin Dorton
Camden, SC
Matthew Lichtman
Atlanta, GA
Nicole Horsch
Atlanta, GA
Penny Mccall
Atlanta, GA
Edward Egliskis
San Antonio, TX
Dudley Whitlock
Landrum, SC
Michael Miller
Mequon, WI

The content in this profile was updated by SmartAsset on 6/19/2024. 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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