Charles Sloan, financial advisor Chicago IL

Charles Sloan

CRD Number: 4295501
Current Firm: Oak Family Advisors, LLC

Charles Sloan (CRD# 4295501) is an Investment Advisor Representative working at Oak Family Advisors, LLC in Chicago, IL and has over 23 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Oak Family Advisors, LLC Chicago, IL Apr 2016 - Current 7
Forward Health Group Madison, WI Apr 2015 - Mar 2016 < 1
Mid-continent Capital Chicago, IL May 2006 - Mar 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
Contact Info for Charles M. Sloan
Phone Number: 312-373-7221
Firm Website: https://www.ofallc.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    496
    MILLIONS
  • Total Number of Accounts
    793
    ACCOUNTS
  • Average Account Value
    $625,221
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, FL, IL, MI, NC, NE, TX

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