Lloyd Yamada is a CFP-designated registered investment advisor at Farther, based in Walnut Creek, CA, with 23 years of industry experience. Lloyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Investment Management, Retirement Planning. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Contact
Lloyd Yamada
Location
1990 N. California Blvd, 8th Floor, Walnut Creek, CA, 94596
Get directionsHistory
Regulatory History (1)
Investigation
October 2008Employment History
Current Registrations
Farther
Aspire Planning Associates, INC.
Previous Registrations
Lsy Financial Group
LPL Financial Corporation
King Wealth Planning, INC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
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