Charles Lief (CRD# 1270916) is an Investment Advisor Representative working at Rudwall Wealth Management LLC in Libertyville, IL and has over 32 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rudwall Wealth Management, LLC | Libertyville, IL | Nov 2016 - Current | 7 |
| Insight Securities Inc. | Highland Park, IL | Jul 2015 - Nov 2016 | 1 |
| Insight Securities, Inc. | Highland Park, IL | Jul 2014 - Jul 2015 | 1 |
| 21st Century Flooring | Northlake, IL | May 2012 - Jul 2014 | 2 |
| Mgl Consulting LLC | Magnolia, TX | Oct 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1991 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- IL
-
Total Assets Under Management37MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$550,652
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL
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