Robert Trice Yarbrough
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$77.4BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Truist Advisory Services, Inc.Dec 2025 to now
- Truist Investment Services, Inc.Dec 2025 to now
- Florida Financial Advisors dba Tristate Financial AdvisorsJan 2025 to Nov 2025
- Southern Heritage BankJun 2024 to Jan 2025
- University of TennesseeAug 2023 to May 2024
- Southern Heritage BankMay 2023 to Aug 2023
- University of TennesseeAug 2022 to May 2023
- Chattanooga Golf and Country ClubMay 2022 to Aug 2022
- University of TennesseeAug 2021 to May 2022
- Dawson LandscapesMay 2021 to Aug 2021
- University of TennesseeAug 2020 to May 2021
- Dawson LandscapesMay 2020 to Aug 2020
- Mccallie SchoolAug 2019 to May 2020
- Mccallie Summer CampsMay 2019 to Aug 2019
- Mccallie SchoolAug 2018 to May 2019
- Lakeshore MarinaMay 2018 to Aug 2018
- Mccallie SchoolAug 2017 to May 2018
- Mccallie Summer CampsMay 2017 to Aug 2017
- Mccallie SchoolAug 2016 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TN).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
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
- 8037427
- Firm CRD
- 283390