TY
CFP
TY
CFP

Todd Yarbrough

32 Years of Experience
Muncie, IN
Broker

Todd Yarbrough is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Muncie, IN, with 32 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

200 E Jackson Street, Muncie, IN, 47305

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Todd is a board member for Greater Muncie in Habitat for Humanity, dedicating a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2022 - Present · 4 yrs 4 mos
Cetera Investment Services LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Principal Securities, INC.Broker
August 2021 - December 2021 · 4 mos
LPL Financial LLCBroker
July 2011 - December 2020 · 9 yrs 5 mos
LPL Financial LLC
September 2009 - December 2020 · 11 yrs 3 mos
Uvest Financial Services Group, INC.
May 2006 - July 2011 · 5 yrs 2 mos
Uvest Financial Services Group, INC.Broker
May 2006 - July 2011 · 5 yrs 2 mos
Aig Financial Advisors, INC.Broker
October 2005 - May 2006 · 7 mos
Sunamerica Securities, INC.Broker
July 1998 - October 2005 · 7 yrs 3 mos
Linsco/private Ledger CORP.Broker
October 1995 - July 1998 · 2 yrs 9 mos
Waterhouse Securities, INC.Broker
July 1995 - October 1995 · 3 mos
Edward D. Jones & CO., L.P.Broker
November 1992 - June 1995 · 2 yrs 7 mos
State Registrations18 states
AZCACOFLGAILINKYMAMDMIMONYOHOKSCTXWA
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.
Todd Yarbrough - Financial Advisor | TrueAdvisor