Juan Avila, financial advisor Chicago IL

Juan Avila

CRD Number: 2058210
Current Firm: Centric Wealth Management, LLC

Juan Avila (CRD# 2058210) is an Investment Advisor Representative working at Centric Wealth Management, LLC in Chicago, IL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Centric Wealth Management, LLC Chicago, IL May 2023 - Current < 1
Toroso Investments, LLC Chicago, IL Dec 2012 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1990
S65 NASAA Investment Advisors Law Examination Dec 1994
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Juan C. Avila
Phone Number: 312-429-6100
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    659
    MILLIONS
  • Total Number of Accounts
    1,428
    ACCOUNTS
  • Average Account Value
    $461,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, MI, MN, NC, OH, TX, WI

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