Lara Berner Yates is an investment adviser representative (IAR) with state registration records since 1998, appearing at 4 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 2024-02-05 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2009-01-02 | 2024-02-07 | — |
| RAYMOND JAMES FINANCIAL SERVICES, INC. | 2007-07-16 | 2009-01-02 | — |
| OSPREY PARTNERS INVESTMENT MANAGEMENT, LLC | 1998-11-12 | 2006-11-10 | — |