Sharon WallynCRD 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 4 years of experience in the finance industry.
Ellis Wealth Advisors, LLC
Waddell & Reed
|D3 Financial Counselors||Downers Grove, IL||Dec 2013 - Current||4|
|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|
Total Assets Under Management258MILLIONS
Total Number of Accounts178ACCOUNTS
Average Account Value$1,449,438
- 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
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