Alexander B. Yeager

EVERLONG FINANCIAL

Austin, TX 78756

Some features on this profile are disabled

CRD#: 4812955

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.

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.

Question & Answer

What are your service offerings?

Debt Management

Investment Planning

Employee and Employer Plan Ben...

Budgeting

Insurance Planning

Comprehensive Financial Planni...

Estate Planning

Retirement Planning

Tax Planning

Education Planning

Do you have an area of expertise or specialization?

Cash Flow/Budgets/Credit Issue...

College/Education Planning

High Net Worth Client Needs

Investment Advice with Ongoing...

Medical Professionals

Retirement Planning & Distribu...

What is your minimum asset requirement?

500K

Are you a "fiduciary"?

Yes

Aliases

Alex Yeager | Alexander B Yeager

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Burton Yeager's 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 5, 2014 - Present

EVERLONG FINANCIAL

Office #1: 3906 N Lamar Blvd, Suite 204c, Austin, TX 78756

RIA

CRD#: 172634

Austin, TX

Past

August 19, 2009 - July 16, 2014

AUSTIN ASSET

RIA

CRD#: 105441

AUSTIN, TX

Past

June 29, 2004 - October 2, 2008

VANGUARD MARKETING CORPORATION

CRD#: 7452

CHARLOTTE, NC

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

Texas
(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

State Security Law Exam

Series 63

Date: 7/7/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 6/28/2004

Investment Company Products/Variable Contracts Representative Examination

Current Firm

EVERLONG FINANCIAL

EVERLONG FINANCIAL | YEAGER, ALEXANDER B | EVERLONG FINANCIAL, LLC

CRD#: 172634 / SEC#:

Texas

Registered Investment Advisory firm - (9/5/2014 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3906 N Lamar Blvd, Suite 204c, Austin, TX 78756

Mailing Address

Po Box 160325, Austin, TX 78716

Phone number

(512) 524-3832

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	156
AUM (Assets Under Management)	$ 53,225,894

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Steven Gallegos

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Eric Pomerantz

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Austin, TX

Jeffrey Weeks

ATX PORTFOLIO ADVISORS, LLC

IAR

Austin, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Alexander B. Yeager

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexander Burton Yeager's CRS (Customer Relationship Summary).

Certified licenses

Experience

EVERLONG FINANCIAL

AUSTIN ASSET

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 7/7/2004

Series 6

Date: 6/28/2004

Current Firm

EVERLONG FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EVERLONG FINANCIAL

TRUST BUT VERIFY

Contact information

Similar Advisors