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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Lake Villa, IL

Every SEC-registered investment adviser representative at a firm office in Lake Villa, with the firms that employ the most of them.

4 registered advisors work in Lake Villa; the most are at LPL Financial LLC (1). 0 list the CFP designation and 4 are also registered broker representatives.

Firms with the most advisors in Lake Villa

FirmAdvisors in Lake Villa
LPL Financial LLC news1
Oneamerica Securities, Inc.1
State Farm Investment Management Corp.1
Strategic Advisers LLC1

Advisors in Lake Villa, A to Z

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Chicago 6,556Wheaton 867Oak Brook 568Naperville 546Rockford 488Deerfield 458Downers Grove 414Schaumburg 351Northbrook 333Springfield 256Oakbrook Terrace 237Lisle 227Orland Park 224Peoria 222Lombard 204Barrington 189Champaign 149Arlington Heights 144Elmhurst 143Lake Forest 141Bloomington 135Glenview 132Skokie 125Highland Park 121

Questions

How many financial advisors are in Lake Villa, IL?

4 investment adviser representatives are registered at firm offices in Lake Villa, Illinois, according to the SEC's Investment Adviser Public Disclosure records. 4 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Lake Villa?

LPL Financial LLC, with 1 registered advisors in Lake Villa, followed by Oneamerica Securities, Inc. with 1.

How do I check a financial advisor in Lake Villa?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.