OG

Omar James Gaafar

19 Years of Experience

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 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.

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Other Business ActivitiesSells Insurance

Omar is VP of Precise Insurance Group, reviewing insurance applications and dedicating minimal time. He also works in the back office of Precise Investment Management and manages Wisenose, a children's content company, spending minimal time on each.

Employment History
Current Registrations
Insight Securities, INC. Broker
September 2014 - Present · 11 yrs 4 mos
Insight Securities, INC.
September 2014 - Present · 11 yrs 4 mos
Previous Registrations
Abraham Securities CorporationBroker
June 2019 - December 2019 · 6 mos
Citigroup Global Markets INC. Broker
November 2007 - September 2014 · 6 yrs 10 mos
Citigroup Global Markets INC.
October 2007 - September 2014 · 6 yrs 11 mos
Morgan Stanley
April 2005 - August 2006 · 1 yr 4 mos
Morgan Stanley Dw INC.Broker
March 2005 - August 2006 · 1 yr 5 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.