Jeffrey Dvorak, financial advisor Glen Ellyn IL

Jeffrey Dvorak

CRD Number: 6044031
Current Firm: 4d Financial Advisors, LLC
Compensation Model: Fee Only

Jeffrey Dvorak (CRD# 6044031) is an Investment Advisor Representative working at 4D Financial Advisors, LLC in Naperville, IL. Jeffrey Dvorak has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

CONTACT
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Professional Designations
Company Name Location Dates Years
4d Financial Advisors, Llc (162473) Glen Ellyn, IL Mar 2012 - Current 12

Jeffrey Dvorak has no recent exams reported.
Contact Info for Jeffrey D. Dvorak
By the Numbers
  • Total Assets Under Management
    83
    MILLIONS
  • Total Number of Accounts
    556
    ACCOUNTS
  • Average Account Value
    $149,722
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IL

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