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Ian Robert Yarberry

Lexaurum Advisors

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About Ian Robert Yarberry

Ian Yarberry is a financial advisor with Lexaurum Advisors, LLC. Ian is registered with the Securities and Exchange Commission and the state of Texas, where he specializes in providing financial advice to individuals, corporations, and charitable organizations. With over 12 years of experience in the financial industry, Ian is committed to helping clients achieve their financial goals through customized investment strategies and comprehensive financial planning. Ian previously worked at Securities America, Inc. and Bancwest Investment Services, Inc.

Firm Information

Ian Yarberry is currently registered with Lexaurum Advisors. Lexaurum Advisors is an investment advisor headquartered in Overland Park, KS. The firm has 27 investment advisor representatives and manages over $1 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer financial planning, portfolio management, and pension consulting services.
Lexaurum Advisors

16010 METCALF AVENUE, SUITE 101

OVERLAND PARK, KS 66085

$1.01B

Assets Under Management

49

Total Clients

27

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Monthly fee

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Ian Yarberry’s Registration & Firm History

KS

09/23/2024 - Present

Lexaurum Advisors (OVERLAND PARK KS)

CO

07/08/2020 - 06/14/2024

SECURITIES AMERICA, INC. (LITTLETON CO)

CO

01/09/2015 - 07/15/2020

BANCWEST INVESTMENT SERVICES, INC. (CENTENNIAL CO)

FL

04/06/2012 - 06/16/2014

T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)

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Licenses & Designations

BOTH

Issued 12/13/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/31/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/15/2012

Series 7 - General Securities Representative Examination

BC

Issued 04/05/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ian Robert Yarberry.
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