Gerard Buchanan (CRD# 1501359) is an Investment Advisor Representative working at Huntington Financial Advisors in Glenview, IL and has over 37 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Huntington Investment Company | Glenview, IL | Aug 2023 - Current | < 1 |
| Student | Chicago, IL | Mar 2005 - Current | 19 |
| The Huntington Investment Company | Glenview, IL | Dec 2019 - Aug 2023 | 3 |
| Harris Investor Services, Inc. | Chicago, IL | Feb 2007 - Nov 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1987 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2007 |
- IL
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Total Assets Under Management5,197MILLIONS
-
Total Number of Accounts32,956ACCOUNTS
-
Average Account Value$157,688
- A percentage of assets under your management
- 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)
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