Christopher N. Yandell

YANDELL INVESTMENTS

ORLANDO, FL 32804

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CRD#: 4410817

Professional summary

Christopher Neal Yandell, CFP®, who also goes by Chris Neal Yandell, Chris Yandell, is a registered financial advisor currently at YANDELL INVESTMENTS, LLC located in Orlando, Florida.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Christopher has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Neal Yandell | Chris Yandell

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. 100% Owner and President of Yandell & Company P.A., a Private Entity established to facilitate Securities, advisory, and insurance business; Located at 626 West Yale Street, Orlando FL 32804, as of 10/16/2017; Approximately 100% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; Located at 626 West Yale Street, Orlando FL 32804, as of 10/16/2017; Approximately 5% Time spent during securities trading hours per month; Conducted at branch location; Investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Neal Yandell's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

September 27, 2024 - Present

YANDELL INVESTMENTS, LLC

Office #1: 626 West Yale Street, Orlando, FL 32804

RIA

CRD#: 332642

ORLANDO, FL

Past

October 26, 2017 - October 11, 2024

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Orlando, FL

Past

October 25, 2017 - October 11, 2024

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Orlando, FL

Past

February 23, 2005 - October 25, 2017

INVESTMENT CENTERS OF AMERICA, INC.

RIA

CRD#: 16443

ORLANDO, FL

Past

February 16, 2005 - October 25, 2017

INVESTMENT CENTERS OF AMERICA, INC.

CRD#: 16443

ORLANDO, FL

Past

August 26, 2004 - February 28, 2005

INVEST FINANCIAL CORPORATION

CRD#: 12984

APPLETON, WI

Past

May 21, 2003 - July 15, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

November 25, 2002 - May 23, 2003

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

February 27, 2002 - July 1, 2002

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

July 27, 2001 - August 30, 2001

NORTH AMERICAN CLEARING, INC.

CRD#: 39118

LONGWOOD, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

YANDELL INVESTMENTS, LLC

YANDELL AND CO PA | YANDELL INVESTMENTS, LLC

CRD#: 332642 / SEC#: 801-131115

RIA

Registered Investment Advisory firm - (9/19/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/9/2024)

IAR

Texas
(9/27/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/28/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/25/2001

General Securities Representative Examination

Current Firm

YANDELL INVESTMENTS, LLC

YANDELL AND CO PA | YANDELL INVESTMENTS, LLC

CRD#: 332642 / SEC#: 801-131115

RIA

Registered Investment Advisory firm - (9/19/2024 Approved)

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Contact information

Main Address

626 West Yale Street, Orlando, FL 32804

Mailing Address

Phone number

(407) 898-5777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A MARCH 2025 (3/13/2025)

Regulatory assets under management

Total Number of Accounts	328
AUM (Assets Under Management)	$ 154,205,360

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Christopher N. Yandell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Neal Yandell's CRS (Customer Relationship Summary).

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

INVESTMENT CENTERS OF AMERICA, INC.

INVESTMENT CENTERS OF AMERICA, INC.

INVEST FINANCIAL CORPORATION

CHARLES SCHWAB & CO., INC.

STATE FARM VP MANAGEMENT CORP.

QUICK & REILLY, INC.

NORTH AMERICAN CLEARING, INC.

Primary Firm SEC Registration

YANDELL INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2005

SIE

Date: 10/1/2018

Series 7

Date: 7/25/2001

Current Firm

YANDELL INVESTMENTS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

YANDELL INVESTMENTS, LLC

TRUST BUT VERIFY

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