Daniel L. Yoho
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Daniel Lee Yoho, who also goes by Dan Lee Yoho, was a registered financial professional .
Daniel is a previously registered financial professional and started their career in finance in 1985. Daniel had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 30, 2016 - December 31, 2019
D.L. YOHO INVESTMENT ADVISORS LLC.
December 14, 2012 - December 12, 2016
HARVEST ADVISORS, LLC
November 15, 2000 - December 31, 2011
WRP INVESTMENTS, INC.
January 3, 1995 - December 31, 2011
WRP INVESTMENTS, INC.
May 25, 1990 - December 31, 1994
AMERICAN CAPITAL CORPORATION
February 2, 1990 - May 31, 1990
M.D. POITINGER AND CO., INC.
April 3, 1985 - January 18, 1990
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
D.L. YOHO INVESTMENT ADVISORS LLC.
CRD#: 285214 / SEC#:
Contact information
Red Flags
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