Halieus Investment Advisors

Halieus Investment Advisors (CRD# 284482) is a financial advisory firm headquartered in Broadway, VA. They manage $1,139,147 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
113 South Timber Way, Broadway, VA 22815
http://www.halieus.net
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $227,829
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Halieus Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Lawrence Yoder, financial advisor Broadway VA
Lawrence Yoder
CRD#: 6682306
113 South Timber Way, Broadway, VA 22815

Lawrence Yoder (CRD# 6682306) is an Investment Advisor Representative working at Halieus Investment Advisors in Broadway, VA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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