Unclaimed
Robert Yarbrough is a financial advisor with Cetera Investment Advisers LLC. Robert has been in the industry since 2016 and has experience with various firms, including Edward Jones and Money Concepts Capital Corp. Robert is registered in multiple states, including Louisiana, Texas, Alabama, Arkansas, Florida, Mississippi, New Hampshire, New Mexico, Oklahoma, Washington and holds various licenses and designations. Robert is dedicated to providing financial advice and services to a diverse range of clients, including individuals, businesses, charitable organizations, and pension plans.
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 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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