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CFP
AY
CFP

Albert Andrew Yambor

Sequoia Financial Group, L.L.C.
13 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningInsurance PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Sequoia Financial Group, L.L.C.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
207 advisors
Number of Clients
8,771 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$23.0B

Fee Structure

Location

3500 Embassy Parkway, Akron, OH, 44333

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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.

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Employment History
Current Registrations
Sequoia Financial Group, L.L.C.
September 2019 - Present · 6 yrs 5 mos
Previous Registrations
PNC Investments
February 2014 - December 2018 · 4 yrs 10 mos
PNC InvestmentsBroker
February 2014 - December 2018 · 4 yrs 10 mos
PNC InvestmentsBroker
November 2011 - June 2013 · 1 yr 7 mos
PNC Investments
November 2011 - June 2013 · 1 yr 7 mos
Edward Jones
August 2010 - October 2011 · 1 yr 2 mos
Edward JonesBroker
July 2010 - October 2011 · 1 yr 3 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.