Richard Peterbok (CRD# 360944) is an Investment Advisor Representative working at Interactive Financial Advisors in Chicago, IL and has over 32 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 |
|---|---|---|---|
| Brooklight Place Securities, Inc. | Downers Grove, IL | Apr 2016 - Current | 8 |
| Interactive Financial Advisors | Chicago, IL | Jan 2003 - Current | 21 |
| Organizamerica | Chicago, IL | Jan 1980 - Current | 44 |
| Uni-financial Corp. | Chicago, IL | Sep 1974 - Current | 49 |
| Fortune Financial Services, Inc. | New Brighton, PA | May 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1998 |
- IL
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Total Assets Under Management285MILLIONS
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Total Number of Accounts3,152ACCOUNTS
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Average Account Value$90,400
- 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, CT, FL, GA, IA, IL, IN, LA, MD, MI, MN, MT, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI, WV
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