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Todd Ray Yarbrough

Investment adviser representative at Cetera Investment Advisers LLC
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$256.8BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

31 years in the industry.

  1. Cetera Investment Advisers LLCJan 2022 to now
  2. Cetera Investment Services LLCJan 2022 to now
  3. First Merchants Investment Services LLCDec 2021 to now
  4. Principal Securities IncAug 2021 to Dec 2021
  5. Principal Life Insurance CompanyJul 2021 to Dec 2021
  6. UnemployedJan 2021 to Jul 2021
  7. Northwest BankApr 2020 to Dec 2020
  8. LPL Financial, LLCJul 2011 to Dec 2020
  9. Northwest Bank (formerly: Mutualbank)Oct 1995 to Apr 2020

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992

State registrations

Registered as an investment adviser representative in 2 states (IN, TX).

Cetera Investment Advisers LLC

$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2198968
Firm CRD
105644
Advisor's SEC record (opens in a new tab)
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