Financial Planning

Guidance from an experienced local professional.

David Yates

Financial Advisor | Raymond James Financial Services, Inc.

I’m committed to getting the job done right. I’ll take the time to ask the questions that matter—so I can create a plan that meets your needs.

About me

Continuously pursuing excellence means helping you stay on track to reach your financial goals—no matter what life brings. As a full-service financial advisor, I can help you with retirement planning, college savings, life insurance, as well as, long-term care planning, wealth transfer planning, business retirement plans, wealth management and more.  Additionally, I am well versed in the topics of PERS and Social Security.

My commitment to each client is to give them the personalized attention and highest level of service.  I’ve spent the last several years helping families navigate the subtleties of investment and financial planning in alignment with their personal values and convictions; building financial plans that create results now and well into their future.

I started my career in investment services in 2012. Prior to becoming a licensed financial advisor, I served in the U.S. Marine Corps, attended Texas A&M University-Commerce and taught music classes in both public and private schools. Currently, I hold securities licenses Series 7, 66 as well as the Oregon Resident Life and Health Insurance license.

My wife and I are passionate advocates for adoption. We live in Beaverton with our two children and enjoy volunteering, scouts, and exploring coastal lighthouses.

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David Yates portrait

Branch: Orenco Station, Cornelius, Scappoose, South Hillsboro
Phone: 503.273.2687
Toll-Free: 1.800.527.3932, ext. 5787
Fax: 503.273.1796
Email: [email protected]
Social: LinkedIn

 

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Disclosures

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

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You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.

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The security and privacy of your information is important to us. When communicating with us via email please do not send any information that is considered confidential or sensitive in nature. If you need to communicate any personal information (account numbers, social security number, etc.) please feel free to call the number listed in my profile or contact OnPoint Member Services at 503.228.7077 or 800.527.3932.

 

 

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