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Charles Yates
from Kayne Anderson Capital Advisors Lp
Charles Yates is a financial advisor based in Texas, Houston,
with 28 years of experience. Charles currently works for
Kayne Anderson Capital Advisors Lp.
Charles maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Charles Yates works at Kayne Anderson Capital Advisors Lp
Kayne Anderson Capital Advisors Lp is a financial advisory firm based in Houston, Texas. It currently has approximately $29,871,782,000 of assets under management and employs about 300 people. Kayne Anderson Capital Advisors Lp uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
9 years
Fee structure
A percentage of assets under your management, fixed fees and performance-based fees
Office location
717 Texas Avenue, 22nd Floor, Houston, Texas, 77002
Advisor can help with
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