Reid
Yoder
Leafhouse Financial Advisors, LLC
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About this Advisor
Reid Yoder is a financial advisor based in Austin, Texas, working with Leafhouse Financial Advisors, LLC. Reid has previously held positions at Arizona Lacrosse Officials Organization, Voya Investment Management, Voya Investments Distributor, LLC, Voya Investment Management Co. LLC, Raymond James & Associates, Inc, and Leafhouse Financial Advisors. Reid has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Reid is part of Leafhouse Financial Advisors, LLC, which operates out of Austin, Texas. The firm has 25 employees and manages assets totaling $17.0 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Leafhouse Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Leafhouse Financial Advisors, LLC Brokerage Details
$17,004,947,985
25
3,243
$5,243,586
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Reid Yoder Work History
Leafhouse Financial Advisors
Raymond James & Associates, Inc
Voya Investment Management Co. LLC
Voya Investment Management
Voya Investments Distributor, LLC
Arizona Lacrosse Officials Organization
Disclosures
Please visit the SEC profile of Reid Yoder 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 Leafhouse Financial Advisors, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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