Jose Hauad, financial advisor Skokie IL

Jose Hauad

CRD Number: 4244268
Current Firm: Iht Wealth Management LLC

Jose Hauad (CRD# 4244268) is an Investment Advisor Representative working at Iht Wealth Management LLC in Skokie, IL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Skokie, IL Jul 2015 - Current 5
Iht Wealth Management LLC Chicago, IL Jul 2015 - Current 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago, IL Oct 2009 - Jul 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Jose E. Hauad
Phone Number: 855-295-2828
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,425
    MILLIONS
  • Total Number of Accounts
    11,675
    ACCOUNTS
  • Average Account Value
    $207,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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