Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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