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Christopher Neal Yandell

Investment adviser representative at Yandell Investments, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$171MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

19 years in the industry.

  1. Yandell Investments, LLCSep 2024 to now
  2. Yandell Investments, LLC F/k/a Yandell & Company P.AOct 2017 to now
  3. Commonwealth Financial NetworkOct 2017 to Sep 2024
  4. Investment Centers of AmericaFeb 2005 to Oct 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2005

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Yandell Investments, LLC

$171MAssets managed
115Clients
1Advisers
2 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4410817
Firm CRD
332642
Advisor's SEC record (opens in a new tab)
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