Claim Profile
JY

James David Yerger

REDWOOD DIGITAL GROUP, INC.·RALEIGH, North Carolina
Unclaimed Profile
707 WEST JONES STREET, RALEIGH, NC 27603CRD# 7094461Firm CRD# 299165
01

About

James David Yerger is a registered financial advisor based in RALEIGH, North Carolina, affiliated with REDWOOD DIGITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
REDWOOD DIGITAL GROUP, INC.
REDWOOD DIGITAL GROUP, INC.
AUM
Regulatory assets under management
Employees
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7094461
Firm CRD# 299165
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RALEIGH?

Browse all registered financial advisors in RALEIGH, North Carolina or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James David Yerger offer?
James David Yerger specializes in Retirement Planning. Contact their office in RALEIGH, North Carolina for a consultation.
What are James David Yerger's credentials?
James David Yerger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James David Yerger located?
James David Yerger is based in RALEIGH, North Carolina, working with REDWOOD DIGITAL GROUP, INC.. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does James David Yerger charge for services?
James David Yerger's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REDWOOD DIGITAL GROUP, INC.?
REDWOOD DIGITAL GROUP, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty