David YarnCRD Number: 5501546
Current Firm: Cambridge Investment Research Advisors, Inc.
David Yarn (CRD# 5501546) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Gaithersburg, MD and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Aegis Wealth Management LLC
Palatine Advisors, Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Apr 2014 - Current||3|
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2013 - Current||4|
|Cf Services Group, Inc.||Gaithersburg, MD||May 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops