Isaiah Gates (CRD# 7697580) is an Investment Advisor Representative working at Harvest Investment Services, LLC in Carbondale, IL and has 1 year of experience in the finance industry.
CRD# 6435912
Edward Jones
CRD# 5589427
Alliance Wealth Advisors
CRD# 6505776
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Harvest Investment Services, LLC | Oakbrook Terrace, IL | Oct 2022 - Current | 1 |
| Christian Retirement Ministries | Oakbrook Terrace, IL | Oct 2022 - Current | 1 |
| Envoy Advisory Inc. | Oakbrook Terrace, IL | Oct 2022 - Current | 1 |
| Liberty University | Lynchberg, VA | Jun 2019 - Current | 4 |
| Integritas Providers | Carbondale, IL | Jun 2022 - Aug 2022 | < 1 |
| Cornerstone Reformed Church | Carbondale, IL | May 2019 - Jul 2021 | 2 |
| Gateway Christian School | Carbondale, IL | Jan 2013 - May 2021 | 8 |
| John A. Logan Community College | Carterville, IL | Jan 2019 - May 2019 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
- IL
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Total Assets Under Management282MILLIONS
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Total Number of Accounts2,862ACCOUNTS
-
Average Account Value$98,414
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, IA, IL, IN, LA, MI, NC, NJ, NV, NY, OR, PA, SC, TN, TX, VA, WA, WI
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