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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 with Cetera Investment Advisers LLC. Todd has been in the financial industry since 1993 and has a wide range of experience. Todd is also a Certified Financial Planner. Todd specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting services to clients. Todd is committed to providing personalized service to help clients achieve their financial goals.

Firm Information

Todd Yarbrough is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a financial services firm headquartered in Schaumburg, Illinois. The firm offers a wide range of financial planning and investment advisory services to individuals, corporations, pension plans, and charitable organizations. Cetera manages over $104 billion in assets for clients. The firm has a large network of licensed financial advisors and investment advisory representatives, serving over 423,000 clients across the country.
Cetera Investment Advisers LLC

1450 AMERICAN LANE

SCHAUMBURG, IL 60173-2096

$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 12/01/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/22/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/13/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

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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