Hally Dunn (CRD# 2477548) is an Investment Advisor Representative working at 4wealth Advisors, Inc. in Burr Ridge, IL and has over 29 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 |
|---|---|---|---|
| 4wealth Advisors, Inc. | Burr Ridge, IL | Jan 2013 - Current | 11 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2013 - Dec 2023 | 10 |
| Royal Alliance Associates, Inc. | Elmwood Park, IL | Aug 2002 - Sep 2014 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1994 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- IL
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts1,101ACCOUNTS
-
Average Account Value$193,046
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, FL, IL, IN, LA, NE, TX, WI
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