Tomer
Yabrov

Advisors Asset Management, Inc

CRD#4228882
Investment Advisor
in San Diego, CA

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About this Advisor

Tomer Yabrov is a financial advisor based out of San Diego, California who has 10 years of industry experience. Yabrov currently works for Advisors Asset Management, Inc. They have been with Advisors Asset Management, Inc for all of their career. Yabrov holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Advisors Asset Management, Inc is a financial advisory company that has its headquarters in Monument, CO. The company has offices in nine locations and a total of 253 advisors. It controls $4 billion in assets across its 1,634 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to two charitable organizations. Of its 1,634 client accounts, just 6% belong to high-net-worth investors who have at least $1 million in investable assets. The firm has a broad array of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. Financial advisory fees depend on the type of services. Fees billed by Advisors Asset Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

7220 Trade Street Suite 365
San Diego, CA 92121

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Advisors Asset Management, Inc Brokerage Details

Total Assets Under Management

$3,740,185,737

CA Average: $2,349,664,866
Total Number of Employees

253

CA Average: 28
Total Number of Accounts

1,634

CA Average: 1,101
Average Account Size

$2,288,975

CA Average: $2,134,119

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Tomer Yabrov Work History

Tomer has been registered as a financial advisor for 10 years.*

2012 - Present (12 years)

Advisors Asset Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Tomer Yabrov to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisors Asset Management, Inc

Thomas Higgins
Boca Raton, FL
Jeffrey Rosen
Dunwoody, GA
Shawn Shepherd
Olathe, KS
Michael Pfeiffer
Princeton, NJ
Robert Wilkinson
Boerne, TX
Brian Winkler
New York, NY
Jason Willyard
Lisle, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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