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Financial ADVSR advisor directory · SEC adviser records

Precise Investment Management, Inc. financial advisors in Illinois

Every SEC-registered investment adviser representative at a Precise Investment Management, Inc. office in Illinois, by city and A to Z.

The short answer

4 registered advisors work at Precise Investment Management, Inc. in Illinois, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Chicago (2). 0 list the CFP designation and 3 are also registered broker representatives.

Precise Investment Management, Inc. advisors by city in Illinois

Every firm in Illinois →

Chicago 2Highland Park 1

Precise Investment Management, Inc. advisors in Illinois, A to Z

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Questions

How many Precise Investment Management, Inc. financial advisors are in Illinois?

4 investment adviser representatives are registered at Precise Investment Management, Inc. offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Where in Illinois does Precise Investment Management, Inc. have the most advisors?

Chicago, with 2, then Highland Park (1). Precise Investment Management, Inc. has advisors in 2 cities in Illinois.

How do I check a Precise Investment Management, Inc. advisor in Illinois?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Precise Investment Management, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.