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Advisors / Ohio / Orville
14yrs

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.

Orville, OH

At a glance

Experience14 years (since 2012)
How that compares ?14 years in the industry
OfficeOrville, OH
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state

Services through Primerica Advisors

Investment management for individuals and small businesses

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

  1. 2012 – now

Questions to ask David

Tailored to David’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. Where would my money be held, and will I get statements directly from that firm?
  3. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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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.

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