Robert Achille (CRD# 4316392) is an Investment Advisor Representative working at Spc in Mount Prospect, IL and has over 23 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 |
---|---|---|---|
Sigma Financial Corporation | Ann Arbor, MI | Apr 2016 - Current | 8 |
Sigma Planning Corporation | Ann Arbor, MI | Apr 2016 - Current | 8 |
R. J. Achille & Company | Chicago, IL | Dec 1975 - Current | 48 |
First Heartland Capital, Inc. | Lake St. Louis, MO | Oct 2001 - Apr 2016 | 14 |
Signature Financial Services, Ltd. | Arlington Heights, IL | Nov 2000 - Apr 2016 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2001 |
S65 | NASAA Investment Advisors Law Examination | Feb 2001 |
- AZ
- FL
- IL
- KY
- MI
- NJ
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Total Assets Under Management5,563MILLIONS
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Total Number of Accounts30,541ACCOUNTS
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Average Account Value$182,147
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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