Isaiah
Gates
Harvest Investment Services, LLC
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About this Advisor
Isaiah Gates is a financial advisor working in Carbondale, Illinois. Gates is an advisor for Harvest Investment Services, LLC. Their career trajectory has included roles at Harvest Investment Services, LLC, Christian Retirement Ministries, Integritas Providers, Cornerstone Reformed Church, Liberty University, John A. Logan Community College and Gateway Christian School. Gates holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to serve investors in Illinois. Harvest Investment Services, LLC is a company operating out of Villa Park, IL. It has offices in seven locations and a total of 29 financial advisors. It controls $254 million in assets under management between its 2,464 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,464 customer accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which services the firm provides the client. However, fee types charged by Harvest Investment Services, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harvest Investment Services, LLC Brokerage Details
$254,263,047
29
2,464
$103,191
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Isaiah Gates Work History
Isaiah has been registered as a financial advisor for 0 years.*
Harvest Investment Services, LLC
Christian Retirement Ministries
Liberty University
Integritas Providers
Cornerstone Reformed Church
John A. Logan Community College
Gateway Christian School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Isaiah Gates to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harvest Investment Services, LLC
Carbondale, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
Villa Park, IL
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