Louis Cassara, financial advisor Willowbrook IL
96 score

Louis Cassara

CRD Number: 1203599
Current Firm: Mml Investors Services, LLC

Louis Cassara (CRD# 1203599) is an Investment Advisor Representative working at Mml Investors Services, LLC in Willowbrook, IL and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services Chicago, IL Oct 2014 - Current 2
Mass Mutual Life Insurance Company Chicago, IL Sep 2014 - Current 2
Signator Investors Inc. Boston, MA Mar 2008 - Oct 2014 6
Guardian Life Insurance Co Of America Oakbrook Terrace, IL Mar 2007 - Mar 2008 1
Park Avenue Securities LLC Oakbrook Terrace, IL Mar 2007 - Mar 2008 1
Guardian Life Downers Grove, IL Aug 2005 - Mar 2007 1
Park Avenue Securities Downers Grove, IL Aug 2005 - Mar 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1988
Contact Info for Louis J. Cassara
Phone Number: (413)737-8400
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    666
    MILLIONS
  • Total Number of Accounts
    3,874
    ACCOUNTS
  • Average Account Value
    $171,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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