David R Yankaskas
Investment Adviser Representative at LPL Financial LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David R. Yankaskas is an investment adviser representative with LPL Financial LLC in Poway, CA, where they have been registered since 2024. They have worked in the securities industry since 2024 and were previously registered with W&s Brokerage Services, Inc. They have passed 2 industry qualification exams, including the Series 6 (investment company and variable products). They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- W&S BrokerageSep 2022 – May 2023Cincinnati, OH
- Western & Southern LifeApr 2022 – May 2023San Diego, CA
- DR Yankaskas ConsultingNov 2021 – Apr 2022San Diego, CA
- Peak American Insurance ServicesAug 2021 – Nov 2021San Diego, CA
- DR Yankaskas ConsultingMar 2020 – Aug 2021San Diego, CA
- New York lifeJun 2019 – Mar 2020San Diego, CA
- UnemployedFeb 2018 – Jun 2019San Diego, CA
- EmersonOct 2008 – Feb 2018San Diego, CA
- LPL Financial LLCJul 2024 – no end date reportedPoway, CA
- Yankaskas Financial Insurance ServicesMay 2023 – no end date reportedSan Diego, CA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About LPL Financial LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 24,114
- Offices listed on AdvisorFinder:
- 25
- Main office:
- Fort Mill, SC
- SEC file number:
- 801-10970
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 21, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David R Yankaskas has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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