TrueAdvisor
TrueAdvisor
TY
TY

Timothy Yarbrough

RBC Capital Markets, LLC
25 Years of Experience
Atlanta, GA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Timothy Yarbrough is a registered investment advisor at RBC Capital Markets, LLC, based in Atlanta, GA, with 25 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

RBC Capital Markets, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
View Full SEC Brochure

Location

3550 Lenox Road, Suite 1950, Atlanta, GA, 30326

Get directions

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.
Financial
September 2017
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Timothy is a football official for the Texas Association of Sports Officials, dedicating about 10-20% of his time during the season and minimal time during securities trading hours. This activity is not investment-related.

Employment History
Current Registrations
RBC Capital Markets, LLC
February 2023 - Present · 3 yrs 7 mos
RBC Capital Markets, LLC
January 2023 - Present · 3 yrs 8 mos
RBC Capital Markets, LLCBroker
January 2023 - Present · 3 yrs 8 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
June 2020 - February 2021 · 8 mos
Wells Fargo Clearing Services, LLC
June 2020 - February 2021 · 8 mos
USAA Investment Management Company
March 2020 - May 2020 · 2 mos
USAA Financial Advisors, INC.Broker
March 2020 - May 2020 · 2 mos
Edward Jones
December 2018 - July 2019 · 7 mos
Edward JonesBroker
November 2018 - July 2019 · 8 mos
Lincoln Financial Distributors, INC.Broker
August 2014 - October 2018 · 4 yrs 2 mos
Wells Fargo Funds Management, LLC
August 2010 - August 2014 · 4 yrs
Wells Fargo Funds Distributor, LLCBroker
August 2010 - August 2014 · 4 yrs
Charles Schwab & CO., INC.
September 2009 - July 2010 · 10 mos
Charles Schwab & CO., INC.Broker
September 2009 - July 2010 · 10 mos
Mfc Global Investment Management (U.S.), LLC
September 2005 - March 2009 · 3 yrs 6 mos
John Hancock Advisers, LLC
September 2005 - March 2009 · 3 yrs 6 mos
John Hancock Funds, LLCBroker
August 2005 - March 2009 · 3 yrs 7 mos
Fixed Income Securities, LPBroker
February 2004 - July 2005 · 1 yr 5 mos
American Funds Distributors, INC.Broker
April 2000 - January 2004 · 3 yrs 9 mos
USAA Investment Management CompanyBroker
July 1997 - March 2000 · 2 yrs 8 mos
Citicorp Investment ServicesBroker
August 1996 - June 1997 · 10 mos
State Registrations17 states
AZCACTDEGAMEMNNHNJNMNVNYPARITXUTVT
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.
More financial advisors in Atlanta, GA →All financial advisors in Georgia →