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Yvette H Turnbaugh

Transamerica Retirement Advisors, LLC

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About Yvette H Turnbaugh

Yvette H Turnbaugh is a registered investment advisor representative with Transamerica Retirement Advisors, LLC, based in Henderson, Kentucky. Yvette has been in the securities industry since January 22, 1999 and holds the following licenses: Series 63, Series 65, Series 7, and SIE. Yvette has previously worked with VALIC FINANCIAL ADVISORS, INC., J.J.B HILLIARD, W.L. LYONS, LLC, and NATCITY INVESTMENTS, INC. Yvette's firm, Transamerica Retirement Advisors, LLC, provides financial planning, portfolio management, and pension consulting services.

Firm Information

Yvette Turnbaugh is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

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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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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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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Yvette Turnbaugh’s Registration & Firm History

KY

12/18/2017 - Present

Transamerica Retirement Advisors, LLC (Henderson KY)

IN

06/04/2012 - 11/17/2017

VALIC FINANCIAL ADVISORS, INC. (EVANSVILLE IN)

IN

08/09/2002 - 06/05/2012

J.J.B HILLIARD, W.L. LYONS, LLC (EVANSVILLE IN)

OH

12/24/1998 - 08/14/2002

NATCITY INVESTMENTS, INC. (CLEVELAND OH)

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Licenses & Designations

IA

Issued 09/12/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/19/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/21/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Yvette H Turnbaugh.
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