Richard Casolari (CRD# 42779) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Palos Heights, 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 |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Current | 2 |
| Advanced Financial Concepts, Ltd | Palos Heights, IL | Jun 2009 - Current | 14 |
| Executive Motivation/efg | Chicago, IL | Jan 1983 - Current | 41 |
| Voya Financial Advisors | Palos Heights, IL | May 2016 - Jun 2021 | 5 |
| Metropolitan Life Insurance Co | Orland Park, IL | Jun 2003 - May 2016 | 12 |
| Metlife Securities, Inc. | Orland Park, IL | Jun 2003 - May 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
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