Isaiah Delph (CRD# 7258010) is an Investment Advisor Representative working at Cx Institutional, LLC in Auburn, IN and has over 2 years of experience in the finance industry.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 4815526
Lincoln Financial Advisors Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Cx Institutional | Fort Wayne, IN | Jun 2020 - Current | 3 |
Star Financial Bank | Fort Wayne, IN | May 2019 - May 2020 | 1 |
Ipfw Student Housing | Fort Wayne, IN | Aug 2017 - Mar 2020 | 2 |
General Motors | Fort Wayne, IN | Jun 2018 - Aug 2018 | < 1 |
Nugent Electric | Anderson, IN | Jun 2017 - Aug 2017 | < 1 |
Trine University | Angola, IN | Nov 2016 - May 2017 | < 1 |
Enterprise Rent A Car | Anderson, IN | Jun 2016 - Aug 2016 | < 1 |
Frankton Jr/sr High School | Frankton, IN | Aug 2010 - May 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- IN
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Total Assets Under Management2,387MILLIONS
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Total Number of Accounts8,548ACCOUNTS
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Average Account Value$279,244
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI
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