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CFP
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CFP

Robert Yarbrough

Ameriprise Financial Services, LLC
39 Years of Experience
Jacksonville, FL
3 DisclosuresBroker
View SEC Summary
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Robert Yarbrough is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Jacksonville, FL, with 39 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Jacksonville, FL

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History

Regulatory History (3)
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.
Customer Dispute
July 2020
Denied
Customer Dispute
July 2019
Denied
Customer Dispute
August 2002
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Glenn is a past board president for Yarbrough, dedicating minimal time to this non-investment related activity. He spends 1 to 9 hours per month on this role.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2024 - Present · 2 yrs 1 mo
Ameriprise Financial Services, LLC
September 2024 - Present · 2 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2013 - October 2024 · 11 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2013 - October 2024 · 11 yrs 4 mos
Morgan Stanley
June 2009 - July 2013 · 4 yrs 1 mo
Morgan StanleyBroker
June 2009 - July 2013 · 4 yrs 1 mo
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
January 1991 - April 2007 · 16 yrs 3 mos
Morgan Stanley Dw INC.Broker
October 1990 - April 2007 · 16 yrs 6 mos
Empire National Securities, IncorporatedBroker
April 1990 - October 1990 · 6 mos
National Securities CorporationBroker
November 1989 - April 1990 · 5 mos
The Stuart-James Company, IncorporatedBroker
July 1987 - November 1989 · 2 yrs 4 mos
State Registrations19 states
ALAZCACOCTFLGAILINMINCNJNVNYORPATNTXWI
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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