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EA

Erfan Abral

MUNICAP
Richmond, VA 23219
Some features on this profile are disabled
CRD#: 7124905
EA

Professional summary


Erfan Abral, who also goes by Yeerpan Yakefujiang, Erfan Yakup, is a registered financial advisor currently at MUNICAP INC. located in Richmond, Virginia.

Erfan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Erfan has worked at 2 firms and has passed the Series 65, Series 63, Series 50, Series 52TO, SIE and Series 54 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Yeerpan Yakefujiang | Erfan Yakup

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Erfan Abral's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

October 17, 2024 - Present

MUNICAP INC.

Office #1: 313 E Broad St Suite 338, Richmond, VA 23219
RIA
CRD#: 144986
Richmond, VA
Past

September 26, 2022 - March 20, 2023

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Richmond, VA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Maryland
(10/17/2024)
IAR
Pennsylvania
(10/17/2024)
IAR
Texas
(10/17/2024)
IAR
Virginia
(10/17/2024)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/26/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/24/2022
Municipal Securities Representative Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


MI
MUNICAP INC.
MUNICAP INC.

CRD#: 144986 / SEC#:

Maryland
Registered Investment Advisory firm - (5/5/2008 Approved)
Pennsylvania
Registered Investment Advisory firm - (3/26/2020 Approved)
Texas
Registered Investment Advisory firm - (4/24/2020 Approved)
Virginia
Registered Investment Advisory firm - (4/10/2021 Approved)
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Contact information


Main Address
8965 Guilford Road Suite 210, Columbia, MD 21046
Mailing Address
Phone number
(443) 539-4101
Established
Firm type
Fiscal year end
# of Employees
56

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MUNICAP INC.

CRD#: 144986Richmond, VA 23219

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