Sharon Wallyn, financial advisor Downers Grove IL
89 score

Sharon Wallyn

CRD Number: 6282396
Current Firm: D3 Financial Counselors LLC

Sharon Wallyn (CRD# 6282396) is an Investment Advisor Representative working at D3 Financial Counselors LLC in Downers Grove, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
D3 Financial Counselors Downers Grove, IL Dec 2013 - Current 3
None Chicago, IL Jun 2013 - Dec 2013 < 1
Ricoh Chicago, IL Dec 2008 - Jun 2013 4
None Chicago, IL Jun 2008 - Dec 2008 < 1
Xerox Chicago, IL Jan 2000 - Jun 2008 8
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
Contact Info for Sharon R. Wallyn
Phone Number: 630-271-0033
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    144
    MILLIONS
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $1,107,692
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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

IL

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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