Alexander Burton Yeager
CFP®Professional Summary
Alexander Burton Yeager, CFP®, who also goes by Alex Yeager, Alexander B Yeager, is a registered financial advisor currently at EVERLONG FINANCIAL located in Austin, Texas. Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Alexander has worked at 3 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Business Services
- Cashflow & Budgeting
- Risk Management & Insurance
- Estate & Legacy Planning
- Retirement Planning
- Tax Planning
- Education Funding
Biography
I graduated from the University of North Carolina at Chapel Hill with a B.S. in Psychology. I obtained the CERTIFIED FINANCIAL PLANNER™ certification in June 2009. In addition to my association as a NAPFA member, I am also a proud member of the XY Planning Network and the Financial Planning Association.
Other Aliases
Alex Yeager, Alexander B Yeager
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
22 years in the financial services industry
Current & Past Employments
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Current Firm
EVERLONG FINANCIAL | YEAGER, ALEXANDER B | EVERLONG FINANCIAL, LLC
Contact Information
Main Address
3906 N Lamar Blvd, Suite 204c, Austin, TX 78756Mailing Address
Po Box 160325, Austin, TX 78716Phone Number
(512) 524-3832# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
168AUM (Assets Under Management)
$69,473,542Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(9/5/2014)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Alexander Burton Yeager's CRS (Customer Relationship Summary).
Services Offered by Alexander
- Financial Planning
- Investment Management
- Business Services
- Cashflow & Budgeting
- Risk Management & Insurance
- Estate & Legacy Planning
- Retirement Planning
- Tax Planning
- Education Funding
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