Yvonne Redmond

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 03/1997 → 10/2024
  Lpl Financial, Llc (Formerly: Linsco/Private Ledger Corp.)
  Manhattan Beach, CA
• 05/1990 → 09/2024
  Kinecta Financial & Insurance Services, Llc
  Manhattan Beach, CA
• 10/2024 → Present
  Equitable Advisors, Llc
  New York, NY

Previous Registrations

• 1998-03-30 → 2024-10-08
  Lpl Financial Llc
  Manhattan Beach, CA
  Manhattan Beach, CA
  El Segundo, CA
  Manhattan Beach, CA

Other Businesses

Independent Agent - Outside fixed insurance sales.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-09-15

Other Names

• Yvonne Funez Rodriguez