Isaac Christopher Yops
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Halter Ferguson Financial IncJun 2023 to now
- Grant County School DistrictSep 2022 to May 2023
- Miracle CampJun 2022 to Aug 2022
- Taylor UniversityAug 2020 to May 2023
- McDonaldsOct 2019 to Jan 2021
- Costco WholesaleSep 2019 to Jan 2022
- Huntley Park DistrictJun 2019 to Aug 2019
- CulversJun 2018 to Apr 2019
- Huntley High SchoolAug 2016 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (IN).
Halter Ferguson Financial Inc
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7833320
- 109563