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Alexandria Paige Yohn

Advisor at OSAIC — Marshall, TX

Updated today

Credentials

Series 66

Experience

11 years

Location

Marshall, TX 75670

OSAIC logo

OSAIC

Institution

Total advisors

7,832

Across 3,562 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Alexandria Yohn is a financial advisor with OSAIC, holding a Series 66 designation and 11 years of industry experience. She has been with OSAIC and GFA Partners since 2015. Outside of her advisory role, she is involved in life insurance sales. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to build diversified portfolios, and supports various legacy platforms and third-party managed-account solutions.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Marshall, TX

304 North Washington Avenue

Marshall TX 75670

Advisors at this office

2

Most active in

Texas

Work history

11 years of industry experience

OSAIC

2015 - Present • 11 years

Marshall, TX

GFA Partners

2015 - Present • 11 years

Marshall, TX

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kenneth K

Series 63, Series 66

Marshall, TX

LPL Financial

Kenneth Knox is a financial advisor at LPL Financial with 25 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, and Woodbury Financial Services. Outside of his advisory work, he participates in team roping as a header. LPL Financial serves a diverse client base, including individuals, retirement plans, banks, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a large national network of investment adviser representatives.

College savings (529s, UTMA, etc.)

Brad H

Series 63, Series 66

Marshall, TX

Edward Jones

Brad Howlett is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience since 2003. Outside of his advisory role, he is involved in venue and event center businesses in Marshall, including co-owning Warehouse 208 and partnering in Howlett Investments LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of more than 23,700 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Ashley C

Series 63, Series 66

Marshall, TX

LPL Financial

Ashley Caudle is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining LPL Financial in 2026, Caudle worked at Kestra Advisory and Kestra Investment Services from 2019 to 2026, and Woodbury Financial Services from 2016 to 2019. Caudle is also the owner of Caudle Financial Services, which provides back office operations support. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
user avatar

Michael S

Series 66

Marshall, TX

Cetera

Michael Stevens is a financial advisor with Cetera, holding a Series 66 designation and 18 years of industry experience. His career includes roles at Avantax Advisory Services and Colonial Life. Outside of his advisory work, he is involved in managing an outdoor adventure business offering watercraft rentals and guide services, and he serves as an executor for estate administration. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients, including individual investors, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a large nationwide network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive

Kasey C

Series 66

Marshall, TX

Edward Jones

Kasey Cram is a financial advisor at Edward Jones in Marshall, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, Kasey worked at Amore Mio Trattoria and was a full-time student for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of financial advisors and branch offices.

Retirement income strategy Business ownership considerations Business succession planning Wealth management Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
user avatar

James T

Series 63, Series 66

Marshall, TX

Edward Jones

James Thomas is a financial advisor with Edward Jones in Marshall, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory role, he has involvement in royalty interests related to Basa Resources and holds positions with COG Operating LLC and Texas Petroleum Investment Co without active responsibilities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a wide range of advisory services, including discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a network of more than 23,000 financial advisors and maintains capabilities beyond advisory services such as a trust company and securities-based lending.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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