Robert Yarbrough
Robert Yarbrough is a registered investment advisor at LPL Financial LLC, based in Monroe, LA, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2485 Tower Dr, Unit 8, Monroe, LA, 71201
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert owns Yarbrough Capital Advisors, LLC, a financial services business, dedicating about half his time. He also has several real estate ventures, engages in business consulting and public speaking, sells fixed insurance products, and serves as a board member for Habitat for Humanity and the Lotus Club.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Edward Jones
Edward JonesBroker
Money Concepts Advisory Service
Money Concepts Capital CORPBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations13 states
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.