David Yarn is an expert financial services professional and licensed insurance agent. David works with individual and small business clients to develop and maintain comprehensive financial plans, insurance policies, and employee benefits plans.
David helps people understand complex financial issues and decisions, using everyday language and examples. He has been helping clients with financial services issues and guidance since 2006. He is an expert in Socially Responsible Impact Investing.
David specializes in preparing and managing employee benefits plans, including certain retirement plans. He develops, prepares and manages the details of insurance and risk management plans for individuals and businesses.
David has been providing financial services and insurance expertise at CFSG since 2006. He is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisory Representative of Cambridge Investment Research Advisors, Inc.
Registered Representative, Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
This communication is strictly intended for individuals residing in the states of Maryland. No offers may be made or accepted from any resident outside the specific state(s) referenced.
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BNI Synergy of Maryland 