Perry Argiropoulos (CRD# 7309457) is an Investment Advisor Representative working at Leelyn Smith, LLC in Geneva, IL and has over 2 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 |
|---|---|---|---|
| Leelyn Smith, LLC | Geneva, IL | Oct 2020 - Current | 3 |
| The Retirement Network | Oakbrook Terrace, IL | Jul 2018 - Oct 2020 | 2 |
| Unemployed | Honeoye Falls, NY | Feb 2016 - Jun 2018 | 2 |
| Federal Reserve Bank Of St. Louis | St. Louis, MO | Oct 2014 - Jan 2016 | 1 |
| Ab Agri | Peterborough, | Jul 2014 - Aug 2014 | < 1 |
| Unemployed | Peterborough, | Feb 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- IL
- NC
-
Total Assets Under Management603MILLIONS
-
Total Number of Accounts1,416ACCOUNTS
-
Average Account Value$426,104
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, FL, GA, IA, IL, IN, MI, NC, NH, NV, OH, SC, TN, TX, VA, WI
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