Nancy Effert, financial advisor Crystal Lake IL
93 score

Nancy Effert

CRD Number: 4552901
Current Firm: Partnervest Advisory Services LLC

Nancy Effert (CRD# 4552901) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Crystal Lake, IL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Partnervest Advisory Services, LLC Santa Barbara, CA Oct 2013 - Current 3
Crossroads Advisory Group Crystal Lake, IL Oct 2009 - Current 7
Financial Advisers Of America, LLC Carlsbad, CA Oct 2009 - Oct 2011 2
Mutual Service Corporation Cary, IL Nov 2006 - Aug 2009 2
Money Concepts Capital Palm Beach Gardens, FL Oct 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S66 NASAA Uniform Combined State Law Examination Dec 2004
Contact Info for Nancy A. Effert
Phone Number: 805-966-1266
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    514
    MILLIONS
  • Total Number of Accounts
    2,359
    ACCOUNTS
  • Average Account Value
    $217,761
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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