Unclaimed Profile

Yoel Bank

LM ADVISORS LLC·SAN DIEGO, California

Series 65Clean record2 years registeredLM ADVISORS LLC

750 B STREET, SAN DIEGO, CA 92101-8192CRD# 6777542Firm CRD# 153940

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Yoel Bank · SAN DIEGO, CA

Registration

CRD #6777542 · LM ADVISORS LLC · 2 years registered

Brand Profile

Not yet started

Career History

LM ADVISORS LLC

Jun 2024 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 15, 2024

Years registered · 2

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LM ADVISORS LLC

CRD 153940 · SEC 801-72170

AUM

$2.1B

Regulatory assets under management

Employees

977 client accounts

Services offered by LM ADVISORS LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at LM ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Yoel Bank offer?

Yoel Bank specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Yoel Bank's credentials?

Yoel Bank is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Yoel Bank located?

Yoel Bank is based in SAN DIEGO, California, working with LM ADVISORS LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Yoel Bank charge for services?

Yoel Bank's firm is compensated through percentage of aum, subscription fees, other: referral fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LM ADVISORS LLC?

LM ADVISORS LLC has approximately 21 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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