Unclaimed
Robert Andrew Yarbrough is an investment advisor representative at Cetera Investment Advisers LLC. Robert has over 10 years of experience in the financial services industry and holds Series 7, Series 66, and SIE licenses. Robert specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Prior to joining Cetera Investment Advisers LLC, Robert worked as a financial advisor at Edward Jones and Money Concepts Capital Corp. Robert is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
LA
03/21/2024 - Present
Cetera Investment Advisers LLC (Monroe LA)
LA
11/20/2017 - 06/28/2021
EDWARD JONES (LAKE CHARLES LA)
LA
06/07/2013 - 08/11/2014
MONEY CONCEPTS CAPITAL CORP (MONROE LA)
LA
05/16/2012 - 01/11/2013
MORGAN KEEGAN & COMPANY, INC. (MONROE LA)
BOTH
Issued 12/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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