AdvisorOS Directory
Claim Profile
LY

Leslie Jo Yates

KEN ROBERTS INVESTMENT MANAGEMENT, INC.·SPOKANE, Washington
Unclaimed Profile
717 W SPRAGUE AVENUE, SPOKANE, WA 99201CRD# 2652655Firm CRD# 104573
01

About

Leslie Jo Yates is a registered financial advisor based in SPOKANE, Washington, affiliated with KEN ROBERTS INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
PALOUSE CAPITAL MANAGEMENT, INC.
PALOUSE CAPITAL MANAGEMENT, INC.
AUM
$288M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PALOUSE CAPITAL MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2652655
Firm CRD# 104573
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SPOKANE?

Browse all registered financial advisors in SPOKANE, Washington or claim this profile if it's yours.

Browse SPOKANE AdvisorsAre you this advisor? Claim profile

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 Leslie Jo Yates offer?
Leslie Jo Yates specializes in Investment Management, Wealth Management. Contact their office in SPOKANE, Washington for a consultation.
What are Leslie Jo Yates's credentials?
Leslie Jo Yates is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Jo Yates located?
Leslie Jo Yates is based in SPOKANE, Washington, working with KEN ROBERTS INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SPOKANE metropolitan area and surrounding communities.
How does Leslie Jo Yates charge for services?
Leslie Jo Yates's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEN ROBERTS INVESTMENT MANAGEMENT, INC.?
KEN ROBERTS INVESTMENT MANAGEMENT, INC. has approximately 5 employees and manages $288M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SPOKANE
David Kohl Martin — MB GENERATIONAL WEALTH, LLCElizabeth Jean Gabriel — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Kenneth Melvin Roberts — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Jeffrey William Trudeau — KEN ROBERTS INVESTMENT MANAGEMENT, INC.Thomas Lee Mcdonald — RICHARDS, MERRILL & PETERSON, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
City Guides
SEATTLE GuideBELLEVUE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile