Christy Coon, financial advisor Chicago IL
86 score

Christy Coon

CRD Number: 1322135
Current Firm: Great Lakes Advisors, LLC

Christy Coon (CRD# 1322135) is an Investment Advisor Representative working at Great Lakes Advisors, LLC in Chicago, IL and has over 31 years of experience in the finance industry. Christy Coon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wintrust Wealth Management Winnetka, IL Jun 2011 - Current 5
Bear, Stearns & Company Inc. Chicago, IL Oct 2008 - Jun 2011 2
J.p. Morgan Securities Inc. Chicago, IL Jul 2006 - Oct 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1985
S65 NASAA Investment Advisors Law Examination Apr 1992
S66 NASAA Uniform Combined State Law Examination Nov 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Christy A. Coon
Phone Number: 312-431-1700
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    6,886
    MILLIONS
  • Total Number of Accounts
    1,942
    ACCOUNTS
  • Average Account Value
    $3,545,936
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IA, IL, IN, MA, MI, MN, MO, NC, NJ, NV, NY, OH, PA, TX, VA, WI

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BADGES
86

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