Yuerg EichmannCRD Number: 6412419
Current Firm: Horter Investment Management, LLC
Yuerg Eichmann (CRD# 6412419) is an Investment Advisor Representative working at Horter Investment Management, LLC in Glendale, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Horter Investment Management||Cincinnati, OH||Oct 2014 - Current||2|
|West Usa Realty||Peoria, AZ||Oct 2012 - Current||4|
|Elba Financial||Glendale, AZ||Mar 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management1,016MILLIONS
Total Number of Accounts13,925ACCOUNTS
Average Account Value$72,992
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV