Gene A. Yates Jr
Investment Adviser Representative at ABRIDGE PARTNERS, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Gene A. Yates has worked in the securities industry since 2000. They have passed the Series 65, 63, 24, and 7 examinations. They are registered to provide investment advisory services in Mississippi.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| $0 to $3,000,000 | 1.00% |
| $3,000,001 to $6,000,000 | 0.85% |
| $6,000,001 to $10,000,000 | 0.75% |
| $10,000,001 to $20,000,000 | 0.65% |
| $20,000,001 and over | — |
Abridge Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Other advisors at ABRIDGE PARTNERS, LLC
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