David Sterling Yarn

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2013 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 05/2006 → Present
  Cf Services Group, Inc.
  Gaithersburg, MD
• 04/2014 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Other Businesses

1) CF SERVICES GROUP, INC. TRADING AS SOUTHGATE FINANCIAL SERVICES, 9083 SHADY GROVE CT, GAITHERSBURG, MD, 05/01/2006, President, Insurance/Benefits/Human Resources, NIR, 160 HR/MO- 160/TRADING HR. 2) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL-20/WK-20/TRADING. 05/01/06 3) CIVIL AIR PATROL, 3085 Herwood Rd, Woodstock MD 21163, START DATE 10/2025, Squadron Commander, Volunteer, NIR, 20 HR/MO, 0 HR/MO TRADING.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-27