Unclaimed
David Alan Yarbrough is a financial advisor who has been in the industry since 1983. David is registered with Prospera Financial Services, Inc. and has been with the firm since April 2000. David currently holds Series 7, Series 63, Series 99TO and SIE licenses. David holds active registrations in Arkansas, California, Colorado, Florida, Illinois, Louisiana, Minnesota, Nebraska, Oklahoma, Oregon, Tennessee, Texas and Wisconsin. David specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
01/14/2005 - Present
Prospera Financial Services, Inc. (Hurst TX)
TX
03/06/1984 - 06/06/1994
TEXAS SECURITIES, INC. (FT. WORTH TX)
TX
11/29/1993 - 05/31/1994
AMERICAP FINANCIAL, INC. (FORT WORTH TX)
NA
06/22/1983 - 02/09/1984
EDWARD D. JONES & CO., L.P.
BC
Issued 07/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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