Marilyn Bilyk (CRD# 1160659) is an Investment Advisor Representative working at Journey Financial Group, Inc. in Buffalo Grove, IL and has over 29 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Buffalo Grove, IL | Jun 2023 - Current | < 1 |
| Journey Financial Group Inc. | Buffalo Grove, IL | Feb 1997 - Current | 27 |
| Royal Alliance Associates, Inc. | Buffalo Grove, IL | Feb 1997 - Jun 2023 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1994 |
| S65 | NASAA Investment Advisors Law Examination | Feb 1998 |
- IL
-
Total Assets Under Management236MILLIONS
-
Total Number of Accounts942ACCOUNTS
-
Average Account Value$250,556
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, IN, ME, MN, MO, NH, TX, WI
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