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Taelim Harrison Yaste

VERIDAN WEALTH·WEST LINN, Oregon
Clean recordVERIDAN WEALTH
1742 WILLAMETTE FALLS DR, WEST LINN, OR 97068CRD# 7699037Firm CRD# 329666

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Taelim Harrison Yaste · WEST LINN, OR
Registration
CRD #7699037 · VERIDAN WEALTH
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Taelim Harrison Yaste is a registered financial advisor based in WEST LINN, Oregon, affiliated with VERIDAN WEALTH. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
VERIDAN WEALTH
VERIDAN WEALTH
AUM
$289M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at VERIDAN WEALTH →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7699037
Firm CRD# 329666
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Taelim Harrison Yaste offer?
Taelim Harrison Yaste specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST LINN, Oregon for a consultation.
What are Taelim Harrison Yaste's credentials?
Taelim Harrison Yaste is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Taelim Harrison Yaste located?
Taelim Harrison Yaste is based in WEST LINN, Oregon, working with VERIDAN WEALTH. Their office serves clients in the WEST LINN metropolitan area and surrounding communities.
How does Taelim Harrison Yaste charge for services?
Taelim Harrison Yaste's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERIDAN WEALTH?
VERIDAN WEALTH has approximately 5 employees and manages $289M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VERIDAN WEALTH

Melody Kay Rice
WEST LINN, OR
Laura Consuelo Steagall-Cissell
WEST LINN, OR
Patrick J Haley
WEST LINN, OR

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Oregon
PORTLAND (575)LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)MEDFORD (25)CLACKAMAS (15)JACKSONVILLE (11)GRANTS PASS (11)
City Guides
PORTLAND GuideLAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM Guide
Research
Advisor Fees in OregonNational Fee Analysis
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