Greg Sander, financial advisor Libertyville IL

Greg Sander

CRD Number: 7015765
Current Firm: Liberty One Investment Management

Greg Sander (CRD# 7015765) is an Investment Advisor Representative working at Liberty One Investment Management in Libertyville, IL and has over 4 years of experience in the finance industry.

Similar Advisors
Bruce Abrams, financial advisor Libertyville IL
Bruce Abrams
CRD# 5252940
Cetera Investment Advisers LLC
Similar Advisors
Terri Abrams, financial advisor Libertyville IL
Terri M. Abrams
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
Similar Advisors
Alan Abramson, financial advisor Libertyville IL
Alan H. Abramson
CRD# 2424715
Mesirow Financial Investment Management, Inc.
Company Name Location Dates Years
Liberty One Investment Management Libertyville, IL Jan 2023 - Current 1
Cetera Advisor Networks LLC El Segundo, CA Mar 2019 - Dec 2022 3
Cetera Advisors LLC Denver, CO Sep 2018 - Dec 2022 4
Cetera Financial Specialists LLC Schaumburg, IL Sep 2018 - Dec 2022 4
Cetera Investment Services LLC St Cloud, MN Sep 2018 - Dec 2022 4
First Allied Securities, Inc. (fasi) San Diego, CA Sep 2018 - Sep 2022 4
Summit Brokerage Services Inc. Boca Raton, FL Sep 2018 - Dec 2019 1
Marmalade LLC Canoga Park, CA Apr 2014 - May 2019 5
Aerotek Hanover, MD Oct 2018 - Mar 2019 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Greg Sander
Phone Number: 847-680-9255
Firm Website: https://libertyoneim.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,968
    MILLIONS
  • Total Number of Accounts
    14,692
    ACCOUNTS
  • Average Account Value
    $133,927
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, KY, LA, MA, NC, NE, NV, OH, OK, PA, TN, TX, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.