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David R Yankaskas

LPl Financial LLC

Poway, CA

San Diego, CA

CRD 7130422

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2024-08-16
  • CA RA
    APPROVED_RES
    Since 2024-08-16

Branch Locations

Poway, CA • United States

4707 Executive Dr, San Diego, CA 92121-3091 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
W&S Brokerage Cincinnati OH 09/2022 05/2023
Western & Southern Life San Diego CA 04/2022 05/2023
Dr Yankaskas Consulting San Diego CA 11/2021 04/2022
Peak American Insurance Services San Diego CA 08/2021 11/2021
Dr Yankaskas Consulting San Diego CA 03/2020 08/2021
New York Life San Diego CA 06/2019 03/2020
Unemployed San Diego CA 02/2018 06/2019
Emerson San Diego CA 10/2008 02/2018
Lpl Financial Llc Poway CA 07/2024 Present
Yankaskas Financial Insurance Services San Diego CA 05/2023 Present
  • 09/2022 → 05/2023
    W&S Brokerage
    Cincinnati, OH
  • 04/2022 → 05/2023
    Western & Southern Life
    San Diego, CA
  • 11/2021 → 04/2022
    Dr Yankaskas Consulting
    San Diego, CA
  • 08/2021 → 11/2021
    Peak American Insurance Services
    San Diego, CA
  • 03/2020 → 08/2021
    Dr Yankaskas Consulting
    San Diego, CA
  • 06/2019 → 03/2020
    New York Life
    San Diego, CA
  • 02/2018 → 06/2019
    Unemployed
    San Diego, CA
  • 10/2008 → 02/2018
    Emerson
    San Diego, CA
  • 07/2024 → Present
    Lpl Financial Llc
    Poway, CA
  • 05/2023 → Present
    Yankaskas Financial Insurance Services
    San Diego, CA
Other Names
  • David Ross Yankaskas

View on SEC IAPD

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