Daniel Yates, Financial Advisor located in Moyock, NC

Financial Advisor
Daniel A Yates

CRPC™
111 Currituck Commercial Dr, Suite C, Moyock, NC 27958opens in a new window
Accepting New Clients
Serving clients with $50,000
CallSend Me a Message

Focus Areas

  • Values and Faith Based Investing
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans

Financial Advisor Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Motorcycles
  • Fishing
  • Archery
  • Hunting
  • Outdoor Enthusiast

Team Members

  • Devon McCutcheon
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(252) 678-5991

Fax

(877) 904-6380

Office Address

111 Currituck Commercial Dr
Suite C
Moyock, NC 27958opens in a new window

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