Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 66
Experience Industry experience
25 years
Location
Orland, CA
Edward Jones
Institution
Joyce Yancy is a financial advisor at Edward Jones with 25 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Prior to joining Edward Jones in 2016, she worked at Avantax Advisory Services from 2008 to 2016. Outside of her advisory work, she is the owner of a business involved in harvesting and bagging at Mandarin Orchard in Orland, CA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of investment strategies and affiliated services under a fiduciary standard.
Based on Edward Jones
$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)
Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.
Orland, CA
Orland CA
Advisors at this office
2
California · Texas
25 years of industry experience
Edward Jones
2016 - Present • 10 years
Saint Louis, MO
Avantax Advisory services
2008 - 2016 • 8 years
Orland, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Orland, CA
Creative Financial Designs, Inc.
Paul Betenbaugh is a financial advisor at Creative Financial Designs, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at Creative Financial Designs and CFD Investments since 2018, following prior roles at Securities America Advisors and Securities America Inc. Betenbaugh is also licensed as an insurance agent. Creative Financial Designs serves individual, charitable, corporate, and employer retirement plan clients with a range of investment management and financial planning services. The firm employs asset-class model allocations informed by third-party research and offers strategies from passive to tactical management, including Biblical Responsible Investing options.
Series 66
Orland, CA
Edward Jones
Megan Rudolph is a financial advisor at Edward Jones with a Series 66 designation. She has held roles at Edward Jones since 2022, alongside experience in education and a brief tenure at Jitter Bean Coffee Company. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a broad range of advisory programs and investment solutions, managing over $1 trillion in assets with a nationwide network of financial advisors and branch offices.
Series 66
Hamilton City, CA
LPL Financial
Kenneth Mason is a financial advisor with LPL Financial, holding a Series 66 designation and 38 years of industry experience. His prior roles include positions at SagePoint Financial, OSAIC Services, and American General Securities. Outside of his advisory work, he serves as a junior varsity coach at Hamilton High School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.
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