Timothy DeckerCRD Number: 1911586
Current Firm: Isi Financial Group Inc.
Timothy Decker (CRD# 1911586) is an Investment Advisor Representative working at Isi Financial Group Inc. in Lancaster, PA and has over 29 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Kaufman Advisory Services, Inc.
Thrivent Investment Management Inc.
|Isi Financial Group, Inc.||Lancaster, PA||May 1992 - Current||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1989|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
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:
- Customer Dispute
- Regulatory Event
Total Assets Under Management372MILLIONS
Total Number of Accounts1,604ACCOUNTS
Average Account Value$231,664
- 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
- Educational seminars/workshops
FL, NC, NE, PA, TX, VA