John W. Yarbrough

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CRD#: 2653909

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John William Yarbrough was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1995. John had worked at 6 firms and has passed the Series 63, Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

WEALTH PRESERVATION GROUP, INC. IS A COLORADO CORPORATION ESTABLISHED TO MARKET AND CONDUCT BUSINESS IN THE REALM OF INSURANCE. WPG, INC. HAS BEEN ESTABLISHED SINCE SEPTEMBER 27, 1999. THE OFFICE LOCATION 9035 Wadsworth Parkway, Suite 3500 Westminster, CO 80021. I AM THE PRESIDENT OF THIS FAMILY OWNED S-CORP. ALL OF MY PROFESSIONAL HOURS ARE DEDICATED TO WPG, INC AND ANY OF THE PRODUCTS AND SERVICES THAT WE OFFER. MY RESPONSIBILITIES INCLUDE THE PRESENTATION, ANALYSIS OF SUITABILITY, EXPLANATION AND SALES OF INSURANCE PRODUCTS THAT ARE AVAIABLE TO THE GENERAL PUBLIC. COPPELL ADVISORY SOLUTIONS, LLC INVESTMENT ADVISER REPRESENTATIVE National Gold Consultants Represenative SInce 10/2017

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

June 25, 2014 - April 21, 2022

VIRTUE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 167816

Westminster, CO

Past

January 31, 2014 - September 16, 2014

COPPELL ADVISORY SOLUTIONS LLC

RIA

CRD#: 156549

WESTMINSTER, CO

Past

December 7, 2011 - June 20, 2013

CENTER STREET SECURITIES, INC.

CRD#: 26898

WESTMINSTER, CO

Past

July 2, 2008 - January 28, 2014

BROOKSTONE CAPITAL MANAGEMENT LLC

RIA

CRD#: 141413

WESTMINSTER, CO

Past

September 6, 2000 - December 31, 2001

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

November 9, 1995 - October 14, 1996

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816 / SEC#: 801-79938

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

Arizona

Registered Investment Advisory firm - (7/1/2014 Terminated)

California

Registered Investment Advisory firm - (7/31/2014 Terminated)

Florida

Registered Investment Advisory firm - (7/1/2014 Terminated)

Georgia

Registered Investment Advisory firm - (7/1/2014 Terminated)

Kentucky

Registered Investment Advisory firm - (7/2/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Ohio

Registered Investment Advisory firm - (7/1/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/1/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (7/31/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 12/13/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 6/21/2008

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 12/6/2011

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VIRTUE CAPITAL MANAGEMENT, LLC

CRD#: 167816 / SEC#: 801-79938

RIA

Registered Investment Advisory firm - (6/25/2014 Approved)

Arizona

Registered Investment Advisory firm - (7/1/2014 Terminated)

California

Registered Investment Advisory firm - (7/31/2014 Terminated)

Florida

Registered Investment Advisory firm - (7/1/2014 Terminated)

Georgia

Registered Investment Advisory firm - (7/1/2014 Terminated)

Kentucky

Registered Investment Advisory firm - (7/2/2014 Terminated)

New Jersey

Registered Investment Advisory firm - (7/11/2014 Terminated)

Ohio

Registered Investment Advisory firm - (7/1/2014 Terminated)

Pennsylvania

Registered Investment Advisory firm - (7/1/2014 Terminated)

Tennessee

Registered Investment Advisory firm - (7/31/2014 Terminated)

Texas

Registered Investment Advisory firm - (7/1/2014 Terminated)

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Contact information

Main Address

6 Cadillac Dr. Suite 310, Brentwood, TN 37027

Mailing Address

Phone number

(615) 340-0801

Established

Firm type

Fiscal year end

# of Employees

110

SEC notice filing (43 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VCM ADV PART 2A (3/28/2024)

Regulatory assets under management

Total Number of Accounts	6,111
AUM (Assets Under Management)	$ 787,466,707

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

John W. Yarbrough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COPPELL ADVISORY SOLUTIONS LLC

CENTER STREET SECURITIES, INC.

BROOKSTONE CAPITAL MANAGEMENT LLC

USALLIANZ SECURITIES, INC.

PFS INVESTMENTS INC.

Primary Firm SEC Registration

VIRTUE CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 12/13/2011

Series 65

Date: 6/21/2008

Series 6

Date: 12/6/2011

Current Firm

VIRTUE CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (43 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VIRTUE CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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