Basil Financial Group

Basil Financial Group (CRD# 156876) is a financial advisory firm headquartered in Chicago, IL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Basil Financial Group
Showing 1 - 1 of 1 top financial advisors.
Lois K. Basil
CRD#: 5899498
4322 N. Lincoln Avenue, 1, Chicago, IL 60618

Lois Basil (CRD# 5899498) is an Investment Advisor Representative working at Basil Financial Group in Chicago, IL and has 1 year of experience in the finance industry. Lois Basil has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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