Gary Hart (CRD# 1510700) is an Investment Advisor Representative working at Wealth Management Associates, Inc. in Lincolnshire, IL and has over 32 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 |
|---|---|---|---|
| Mowery & Schoenfeld, LLC | Lincolnshire, IL | Jan 2016 - Current | 8 |
| Gsh Advisory Services, Inc. | Northbrook, IL | Jan 1986 - Oct 2017 | 31 |
| Gary Hart & Associates, Ltd. | Northbrook, IL | Jan 1986 - Dec 2015 | 29 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
- IL
-
Total Assets Under Management72MILLIONS
-
Total Number of Accounts61ACCOUNTS
-
Average Account Value$1,185,963
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL
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