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Todd Ray Yarbrough

Cetera Investment Advisers LLC

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About Todd Ray Yarbrough

Todd Yarbrough is a financial advisor at Cetera Investment Advisers LLC. Todd has been in the financial services industry since 1993. Todd is registered to provide investment advice in Indiana, Texas, and several other states. Todd holds the Series 7, Series 24, Series 52TO, and Series 53 securities licenses and the Series 63 and SIE state licenses. Todd is a Certified Financial Planner. Todd has experience working with individuals, businesses, corporations, charitable organizations, and pension and profit-sharing plans.

Firm Information

Todd Yarbrough is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

200 E JACKSON STREET

MUNCIE, IN 47305

$104.47B

Assets Under Management

16,618

Total Clients

7,280

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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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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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Todd Yarbrough’s Registration & Firm History

IN

01/11/2023 - Present

Cetera Investment Advisers LLC (MUNCIE IN)

IA

08/24/2021 - 12/14/2021

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

IN

07/05/2011 - 12/31/2020

LPL FINANCIAL LLC (MUNCIE IN)

IN

05/15/2006 - 07/05/2011

UVEST FINANCIAL SERVICES GROUP, INC. (MUNCIE IN)

IN

10/31/2005 - 05/24/2006

AIG FINANCIAL ADVISORS, INC. (MARION IN)

AZ

07/06/1998 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

SC

10/11/1995 - 07/07/1998

LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)

NE

07/24/1995 - 10/02/1995

WATERHOUSE SECURITIES, INC. (OMAHA NE)

MO

11/23/1992 - 06/30/1995

EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 12/1/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 3/22/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 7/13/2000

Series 24 - General Securities Principal Examination

BC

Issued 1/2/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Todd Ray Yarbrough.
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