LA
Firm Information
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
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Advisor Information
Office location
600 Central Ave, Suite 265, Highland Park, IL, 60035
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Luis works in the back office as administrative staff for Precise Investment Management, a registered RIA. This investment-related activity takes minimal time.
Employment History
Current Registrations
Insight Securities, INC.
January 2021 - Present · 5 yrs
Insight Securities, INC. Broker
October 2003 - Present · 22 yrs 3 mos
Insight Securities, INC.
October 2003 - Present · 22 yrs 3 mos
State Registrations6 states
CAFLILNYTXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.