Brendan Whitmore Yester

15 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningDivorce Planning

Lri Investments

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

25 advisors

Number of Clients

422 clients

Average Client Portfolio

$3.3M average

Assets Under Management

$1.4B

Fee Structure

Minimum Investment:$250K

Location

3825 Pga Blvd, Suite 303, Palm Beach Gardens, FL, 33410

Get directions

History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Brendan works as a financial advisor and investment advisor representative for Mariner Financial Group, LLC, spending nearly full-time on investment advice and financial planning. He is also a registered representative for M Holdings Securities, Inc., dedicating a few hours per week to securities transactions, and a partner at Mariner Financial Group, LLC. Additionally, Brendan is a financial advisor at LRI Investments, LLC, spending nearly full-time there.