Susan Garbarino (CRD# 4582384) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 16 years of experience in the finance industry. Susan Garbarino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iht Wealth Management LLC | Elgin, IL | Mar 2019 - Current | 5 |
| Lpl Financial,llc | Elgin, IL | Mar 2017 - Current | 7 |
| Mueller Financial Services, Inc. | Elgin, IL | Apr 2012 - Current | 12 |
| Mueller & Company | Elgin, IL | Apr 2012 - Current | 12 |
| Independent Financial Partners | Elgin, IL | Mar 2017 - Mar 2019 | 2 |
| 1st Global Capital Corp | Elgin, IL | Apr 2012 - Mar 2017 | 4 |
| 1st Global Advisors, Inc. | Elgin, IL | Feb 2010 - Mar 2017 | 7 |
| 1st Global Insurance Services, Inc. | Elgin, IL | May 2008 - Mar 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2009 |
- FL
- IL
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Total Assets Under Management4,820MILLIONS
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Total Number of Accounts20,120ACCOUNTS
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Average Account Value$239,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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