Carlos Javier Legaspy

Insight Securities, INC.

34 Years of Experience

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Firm Information

Insight Securities, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

22 advisors

Number of Clients

62 clients

Average Client Portfolio

$2.4M average

Assets Under Management

$147.7M

Advisor Information

Office location

600 Central Ave., Suite 293, Highland Park, IL, 60035

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Carlos has several outside business activities, including managing Precise Holdings, Inc., serving as a Certified Co-Leader with the ManKind Project, working as an advisor for Precise Investment Management, and acting as an officer of Precise Consulting. He also works as an insurance agent, serves as a board member at Devon Bank, and is writing a book, dedicating minimal time to each of these activities.