Mark Gilbert (CRD# 3106563) is an Investment Advisor Representative working at Reason Financial Advisors, LLC in Naperville, IL and has over 25 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 |
|---|---|---|---|
| Reason Financial Advisors, LLC | Naperville, IL | Sep 2018 - Current | 5 |
| Reason Financial Advisors, Inc. | Northbrook, IL | Feb 2007 - Dec 2019 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1998 |
- IL
-
Total Assets Under Management84MILLIONS
-
Total Number of Accounts136ACCOUNTS
-
Average Account Value$620,200
- 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
IL
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