Ian Robert Yarberry
Investment adviser representative at Lexaurum Advisors
9 yearsExperience
2 statesRegistered in
$1.3BFirm assets
10 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
9 years in the industry.
- Lexaurum Advisors, LLCSep 2024 to now
- Osaic Wealth, Inc.Jun 2024 to Sep 2024
- Securities America AdvisorsJun 2020 to Jun 2024
- Securities America, Inc.Jun 2020 to Jun 2024
- Bancwest Investment Services Inc.Jan 2015 to Jun 2020
- Bank of the WestJan 2015 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Lexaurum Advisors
Legal name: Lexaurum Advisors, LLC
$1.3BAssets managed
2,230Clients
35Advisers
10 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
- 6006294
- Firm CRD
- 283653