David Yoder
Financial advisor at Primerica Advisors
David Yoder is a financial advisor in Orville, Ohio, with 14 years in the industry. David joined Primerica Advisors in 2012, a firm offering investment management. The firm is paid through a percentage of assets.
At a glance
Services through Primerica Advisors
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2012 – nowPFS Investments Inc.Current firm
Contact David
(833) 786-0550Firm headquarters in Duluth, GA. Ask for David. Orville, OHOffice · Get directions X (Twitter) pagePrimerica AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
About David
How do I contact David?
Call Primerica Advisors at (833) 786-0550 and ask for David Yoder. David works from the Orville, OH office.
How long has David been a financial advisor?
David has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does David hold?
No exams are listed on the official record.
Is David a fiduciary?
David is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is David paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.