David Yarn Email and Phone Number
David Yarn work email
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David Yarn personal email
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I have been a financial services professional at CF Services Group, Inc. since 2006 and bought the firm in April 2020 and subsequently changed the name to Southgate Financial Services. I am a Certified Financial Planner™ Professional, a Registered Representative of Cambridge Investment Research, Inc., and an Investment Advisory Representative of Cambridge Investment Research Advisors, Inc. I am also a licensed life and health insurance agent. I have worked for many years as an adult education instructor, teaching English as a Second Language classes as well as GED preparation courses. I am fluent in Spanish and lived for several years in Spain.Specialties: Financial Services, Employee Benefits, Insurance Advisor, Risk ManagementSecurities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Southgate Financial Services, Inc. and Cambridge are not affiliated. Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of principal. No investment strategy can guarantee profit or protect against loss.
Southgate Financial Services
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OwnerSouthgate Financial Services Apr 2020 - PresentGaithersburg, Md
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Financial AdvisorCf Services Group, Inc. May 2006 - PresentGaithersburg, MdAs a financial services professional, I prepare risk management analysis for clients to help them better understand how to mitigate risk through the use of insurance products. I also work with small businesses to help them provide an employee benefits package that meets the needs of their business.
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Ged InstructorThe Basics Learning Center Nov 2005 - Jul 2009Taught GED preparation clases for adukts and youth who were unable to complete high school for one reason or another.
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Business Process AnalystArbitron Jan 1997 - Apr 2005Analyzed processes for efficiency and efficacy. Established metrics and quality control methodology. Provided cross-team instruction on quality control, metrics and efficiencies.
David Yarn Skills
David Yarn Education Details
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Computer Support Technology
Frequently Asked Questions about David Yarn
What company does David Yarn work for?
David Yarn works for Southgate Financial Services
What is David Yarn's role at the current company?
David Yarn's current role is Certified Financial Planner Professional, Registered Representative, and Investment Advisor Representative.
What is David Yarn's email address?
David Yarn's email address is dy****@****ast.net
What is David Yarn's direct phone number?
David Yarn's direct phone number is +141091*****
What schools did David Yarn attend?
David Yarn attended University Of Maryland University College, Howard Community College.
What skills is David Yarn known for?
David Yarn has skills like Risk Management, Insurance, Employee Benefits, Financial Services, Strategic Financial Planning, Retirement Planning, Life Insurance, Disability Insurance, Fixed Annuities, Retirement, Analysis, Public Speaking.
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