Jeffrey DeeterCRD Number: 4601990
Current Firm: Investment Professionals, Inc.
Jeffrey Deeter (CRD# 4601990) is an Investment Advisor Representative working at Investment Professionals, Inc. in Mansfield, OH and has over 13 years of experience in the finance industry. Jeffrey Deeter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sterne Agee Investment Advisor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Whitcomb & Hess, Inc.
|Investment Professionals Inc.||San Antonio, TX||Aug 2011 - Current||6|
|Pnc Investments||Marion, OH||Nov 2009 - Jul 2011||1|
|National City Corporation||Marion, OH||Sep 2004 - Nov 2009||5|
|Natcity Investments||Canton, OH||Oct 2004 - Aug 2009||4|
|Natcity Investments, Inc.||Cleveland, OH||Nov 2004 - Jul 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2004|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management634MILLIONS
Total Number of Accounts2,677ACCOUNTS
Average Account Value$236,881
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV