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David Yarbrough

43 Years of Experience
Hurst, TX
1 DisclosureBroker

David Yarbrough is a registered investment advisor at Prospera Financial Services, INC., based in Hurst, TX, with 43 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 19,103 clients with $12B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
280 advisors
Number of Clients
19,103 clients
Average Client Portfolio
$651K average
Assets Under Management
$12.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.15%

Maximum annual fee across investment management programs is 2.15% of assets under management. Fees are negotiable based on account size, complexity, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1845 Precinct Line Rd, Suite 101, Hurst, TX, 76054

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
April 1990
Final
Employment History
Current Registrations
Prospera Financial Services, INC.
January 2005 - Present · 21 yrs 9 mos
Prospera Financial Services, INC.Broker
May 1994 - Present · 32 yrs 5 mos
Previous Registrations
Americap Financial, INC.Broker
November 1993 - May 1994 · 6 mos
Texas Securities, INC.Broker
March 1984 - June 1994 · 10 yrs 3 mos
Edward D. Jones & CO., L.P.Broker
June 1983 - February 1984 · 8 mos
State Registrations10 states
ARCACOFLILMNNEORTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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