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Selection of Other Advisors Advisors in Oak Brook, Illinois
490 Results
Unclaimed

Cambridge Investment Research Advisors, Inc. | CFP ® (Certifications)

location

Oak Brook, IL

experience

38 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Lutsch is a financial advisor with over 30 years of experience in the financial services industry. David is a Certified Financial Plannerâ„¢ professional and is registered to provide investment advice in 11 states. Currently, David is affiliated with Cambridge Investment Research Advisors, Inc., a firm with over 70,000 clients and $87 billion in assets under management. Prior to joining Cambridge, David worked at FSC Securities Corporation for ten years. David has a broad range of experience in financial planning, portfolio management, and insurance services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Unclaimed

Equitable Advisors, LLC

location

OAK BROOK, IL

experience

56 Years Experience

0 Disclosures

ADVISOR BIO

David Bertram Hammond is a financial professional with over 50 years of experience in the industry. David is currently registered with Equitable Advisors, LLC and holds Series 7TO, SIE, and Series 1 licenses. David is located in Oak Brook, Illinois and has been registered with Equitable Advisors, LLC since June 2005. Prior to joining Equitable Advisors, LLC, David was employed with MONY Securities Corporation and The Mutual Life Insurance Company of New York.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

OAK BROOK, IL

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Koldras is a registered investment advisor with Wells Fargo Clearing Services, LLC. David has been in the financial services industry since 1990 and has experience working with various firms such as Thomas James Associates, Inc., Hamilton Investments, Inc., Whitehouse & Moore Investments, Inc., L.M. Drew & Associates, and Blinder, Robinson & Co., Inc. David is licensed in Arizona, California, Florida, Illinois, New York, North Carolina, Tennessee, Texas, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Equitable Advisors, LLC

location

OAK BROOK, IL

experience

49 Years Experience

0 Disclosures

ADVISOR BIO

David Kallman is a financial advisor registered with Equitable Advisors, LLC. David has been in the industry since 1976. David is licensed to offer advisory services in several states including California, Colorado, Florida, Illinois, Indiana, Nevada, and Wisconsin. David has a broad background in financial services, including experience with MONY Securities Corporation and Trusted Securities Advisors Corp. David is committed to providing personalized financial advice to individuals and families.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

OAK BROOK, IL

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

David Antioho is a financial advisor at LPL Financial LLC and has been in the financial industry for over 15 years. David is registered as a Registered Representative with the state of Illinois. David holds Series 6, 7, 63 and 65 licenses and the SIE exam. David is affiliated with the firm's Oak Brook, IL branch office. In addition to working with LPL Financial LLC, David has been involved with J.W. COLE FINANCIAL, INC. and has a DBA of Antioho Investment Planning Group, LLC for his LPL business. David offers financial planning, portfolio management for businesses and individuals, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Wells Fargo Clearing Services, LLC

location

OAK BROOK, IL

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

David Arquilla is a financial advisor with over 25 years of experience in the industry. David is currently registered with Wells Fargo Clearing Services, LLC, and previously held registrations with UBS Financial Services Inc. and Citigroup Global Markets Inc. David has a strong track record of providing financial advice to a diverse range of clients, including individuals, families, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

Oak Brook, IL

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Debra Lynn Greening is a financial advisor with over 30 years of experience in the industry. Debra is currently registered with Morgan Stanley in Oak Brook, IL. Prior to joining Morgan Stanley, Debra was affiliated with CITIGROUP GLOBAL MARKETS INC., FN INVESTMENT CENTER, and DEAN WITTER REYNOLDS INC. Debra is a Series 7 and 66 licensed advisor with over 45 state registrations. Debra provides a wide range of financial services, including investment advisory services, portfolio management, and financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Equitable Advisors, LLC

location

OAK BROOK, IL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Delali Yao Afenya is a registered representative with Equitable Advisors, LLC. Delali has been in the financial industry for more than three years and is registered to conduct business in several states, including California, Florida, Georgia, Illinois, Indiana, Kansas, Michigan, South Carolina and Wisconsin. Delali holds the Series 7TO, Series 66, and SIE licenses. Delali provides a range of financial services to individuals and businesses, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Cliftonlarsonallen Wealth Advisors, LLC | CFP ® (Certifications)

location

OAK BROOK, IL

0 Disclosures

ADVISOR BIO

Denise Falbo is a financial advisor at Cliftonlarsonallen Wealth Advisors, LLC. Denise has been in the financial services industry since September 2014. Denise is a Certified Financial Planner and is registered with the state of Illinois. Denise's firm, Cliftonlarsonallen Wealth Advisors, LLC, is a registered investment advisor with approximately $7.98 billion in assets under management. The firm offers a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Merrill Lynch, Pierce, Fenner & Smith Inc.

location

OAK BROOK, IL

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Dennis Patrick Foley is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., based in Oak Brook, IL. Dennis has been in the financial industry since October 1995 and has a wealth of experience in providing investment advice to individuals and institutions. Dennis's specialization includes providing investment advice to individuals, corporations, pension and profit sharing plans, charitable organizations and insurance companies.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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