Gergana Vasileva, financial advisor Buffalo Grove IL

Gergana Vasileva

CRD Number: 6254211
Current Firm: Journey Financial Group, Inc.

Gergana Vasileva (CRD# 6254211) is an Investment Advisor Representative working at Journey Financial Group, Inc. in Buffalo Grove, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Buffalo Grove, IL May 2015 - Current 8
Journey Financial Group Buffalo Grove, IL Sep 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
S63 Uniform Securities State Law Examination Apr 2014
Contact Info for Gergana Vasileva
Phone Number: 847-229-9191
Firm Website: http://www.jfgplan.com/
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    942
    ACCOUNTS
  • Average Account Value
    $250,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, ME, MN, MO, NH, TX, WI

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