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Marcos Christopher Yturri

UMB Financial Services, Inc.

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About Marcos Christopher Yturri

Marcos Yturri is a financial advisor who has been working in the industry since 2009. Marcos is currently registered with UMB Financial Services, Inc. in Kansas City, Missouri. Marcos has previously worked for NYLIFE Securities LLC, Nationwide Securities, LLC, USAA Financial Advisors, Inc., and Estrada Hinojosa & Company, Inc. in various locations across Texas.

Firm Information

Marcos Yturri is currently registered with UMB Financial Services, Inc.. UMB Financial Services, Inc. is a corporation that provides investment advisory services to individuals and businesses. The firm has been in operation since 1985 and is headquartered in Kansas City, Missouri. UMB Financial Services, Inc. offers a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the SEC and is also registered in 52 states.
UMB Financial Services, Inc.

928 GRAND BLVD

KANSAS CITY, MO 64106

$730,778

Assets Under Management

1,301

Total Clients

121

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Marcos Yturri’s Registration & Firm History

MO

03/28/2021 - Present

UMB Financial Services, Inc. (KANSAS CITY MO)

TX

10/22/2018 - 11/05/2020

NYLIFE SECURITIES LLC (DALLAS TX)

TX

09/12/2017 - 09/13/2018

NATIONWIDE SECURITIES, LLC (IRVING TX)

TX

11/12/2014 - 03/28/2017

USAA FINANCIAL ADVISORS, INC. (ADDISON TX)

TX

03/24/2008 - 08/07/2014

ESTRADA HINOJOSA & COMPANY, INC. (DALLAS TX)

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Licenses & Designations

IA

Issued 01/17/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/18/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/16/2020

Series 24 - General Securities Principal Examination

BC

Issued 01/05/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 09/13/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcos Christopher Yturri.
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