David YarbroughCRD Number: 7123157
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
David Yarbrough (CRD# 7123157) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Clayton, MO and has over 3 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Bank Of America, N.a.||Clayton, MO||Jun 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Clayton, MO||May 2019 - Current||3|
|Rockwood Motors||St. Louis, MO||Nov 2001 - May 2019||17|
|Carsmart||Farmington, MO||Feb 2019 - Mar 2019||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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