Isaac Yops (CRD# 7833320) is an Investment Advisor Representative working at Halter Ferguson Financial Inc. in Carmel, IN and has 1 year of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Halter Ferguson Financial | Carmel, IN | Jun 2023 - Current | < 1 |
| Grant County School District | Fairmount, IN | Sep 2022 - May 2023 | < 1 |
| Taylor University | Upland, IN | Aug 2020 - May 2023 | 2 |
| Miracle Camp | Lawton, MI | Jun 2022 - Aug 2022 | < 1 |
| Costco Wholesale | Lake In The Hills, IL | Sep 2019 - Jan 2022 | 2 |
| Mcdonalds | Algonquin, IL | Oct 2019 - Jan 2021 | 1 |
| Huntley High School | Huntley, IL | Aug 2016 - May 2020 | 3 |
| Huntley Park District | Huntley, IL | Jun 2019 - Aug 2019 | < 1 |
| Culvers | Huntley, IL | Jun 2018 - Apr 2019 | < 1 |
| Unemployed | Huntley, IL | May 2016 - Jul 2016 | < 1 |
| Westminster Christian School | Elgin, IL | Jan 2016 - Apr 2016 | < 1 |
| Greendale Middle School | Greendale, WI | Aug 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2023 |
- IN
-
Total Assets Under Management378MILLIONS
-
Total Number of Accounts880ACCOUNTS
-
Average Account Value$429,820
- 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
- Selection of other advisers (including private fund managers)
CA, FL, GA, IN, LA, NH, SC, TX
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