Lawrence Yoder (CRD# 6682306) is an Investment Advisor Representative working at Halieus Investment Advisors in Broadway, VA and has over 8 years of experience in the finance industry.
CRD# 4488993
Raymond James Financial Services Advisors, Inc.
CRD# 2208417
Edward Jones
CRD# 4575029
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halieus Investment Advisors, LLC | Broadway, VA | Dec 2015 - Current | 8 |
| Horizon Accountants | Broadway, VA | Sep 2003 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- VA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$227,829
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
VA
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