John IlicCRD Number: 5455957
Current Firm: Charles Schwab & Company, Inc.
John Ilic (CRD# 5455957) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Charles Schwab & Company, Inc.||Phoenix, AZ||Aug 2008 - Current||9|
|Thrivent Investment Management Inc.||Phoenix, AZ||Nov 2007 - Aug 2008||< 1|
|Thrivent Financial For Lutherans||Appleton, WI||Nov 2007 - Aug 2008||< 1|
|Indymac Bank||Scottsdale, AZ||Sep 2007 - Nov 2007||< 1|
|The Cit Group||Tempe, AZ||Oct 2004 - Sep 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2007|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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