Eddie R Yancey

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 02/2018
  Raymond James Financial Services, Inc.
  Cleburne, TX
• 08/2016 → 02/2018
  Raymond James Financial Services Advisors Inc.
  Cleburne, TX
• 08/2016 → 02/2018
  First Financial Bank
  Cleburne, TX
• 03/2018 → 08/2023
  Edward Jones
  St. Louis, MO
• 09/2023 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2018-03-05 → 2023-09-04
  Edward Jones
  Alvarado, TX
• 2016-08-01 → 2018-02-27
  Raymond James Financial Services Advisors, Inc
  Cleburne, TX
• 2014-08-19 → 2016-07-29
  Cetera Investment Advisers Llc
  Cleburne, TX

Other Businesses

1. NAME OF OTHER BUSINESS: YANCEY GRAIN, LLC; INVESTMENT RELATED: NO; ADDRESS: GODLEY, TX 76044; NATURE OF BUSINESS: AGRICULTURE, MANUFACTURES ANIMAL FEED (MAINLY COW/HORSE FEED); START DATE: 04/1995; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: NONE; BRIEF DESCRIPTION OF DUTIES: MEET WITH OTHER SHAREHOLDERS AND DISCUSS BUSINESS, DISCUSS ANNUAL DIVIDEND IF ANY. 2. NAME OF OTHER BUSINESS: YANCEY WEALTH MANAGEMENT; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: SECURITIES RELATED DBA / PROVIDE ADVICE, MONEY MANAGEMENT; START DATE: 08/2023; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 50; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: RISK ASSESSMENT, FINANCIAL PLANNING, MONEY MANAGEMENT

Exams

• S66 Uniform Combined State Law Examination
  2014-08-15
• S63 Uniform Securities Agent State Law Examination
  1992-10-02

Other Names

• Eddie Raymond Yancey