Insight Securities, Inc.

Insight Securities, Inc. (CRD# 5611) is a financial advisory firm headquartered in Highland Park, IL. They manage $126,748,211 in 54 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $2,347,189
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, PA, PR, SC, SD, TX, VA, WA, WI, WY

Financial Advisors at Insight Securities, Inc.
Showing 1 - 10 of 23 top financial advisors.
1
Erika M. Badillo
CRD#: 5026565
777 Brickell Ave., Suite 532, Miami, FL 33131

Erika Badillo (CRD# 5026565) is an Investment Advisor Representative working at Insight Securities, Inc. in Miami, FL and has over 9 years of experience in the finance industry.

2
Marilyn D. Carter
CRD#: 1249368
Spirit Lake, IA

Marilyn Carter (CRD# 1249368) is an Investment Advisor Representative working at Insight Securities, Inc. in Spirit Lake, IA and has over 39 years of experience in the finance industry.

3
Simon K. Chan
CRD#: 5653210
Brooklyn, NY

Simon Chan (CRD# 5653210) is an Investment Advisor Representative working at Insight Securities, Inc. in Brooklyn, NY and has over 14 years of experience in the finance industry.

4
Myrna E. Chavira
CRD#: 4604459
600 Central Ave, Suite 293, Highland Park, IL 60035

Myrna Chavira (CRD# 4604459) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 19 years of experience in the finance industry.

5
Nilda M. De Boyrie
CRD#: 2385560
1600 Ponce De Leon Blvd, Suite 806, Coral Gables, FL 33134

Nilda De Boyrie (CRD# 2385560) is an Investment Advisor Representative working at Insight Securities, Inc. in Coral Gables, FL and has over 30 years of experience in the finance industry.

6
Diego De La Lama
CRD#: 2943100
600 Central Ave, Suite 265, Highland Park, IL 60035

Diego De La Lama (CRD# 2943100) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 26 years of experience in the finance industry.

7
Jaime Domenech Macias
CRD#: 5303505
999 Ponce De Leon Blvd., Suite 830, Coral Gables, FL 33134

Jaime Domenech Macias (CRD# 5303505) is an Investment Advisor Representative working at Insight Securities, Inc. in Coral Gables, FL and has over 16 years of experience in the finance industry.

8
Omar J. Gaafar
CRD#: 4916775
600 Central Ave, Suite 293, Highland Park, IL 60035

Omar Gaafar (CRD# 4916775) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 18 years of experience in the finance industry.

9
Roberto Hernandez
CRD#: 4689282
221 N. Kansas Street, Suite 727, El Paso, TX 79901

Roberto Hernandez (CRD# 4689282) is an Investment Advisor Representative working at Insight Securities, Inc. in El Paso, TX and has over 20 years of experience in the finance industry.

10
Daniel Herrera
CRD#: 6487539
600 Central Ave, Suite 293, Highland Park, IL 60035

Daniel Herrera (CRD# 6487539) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 9 years of experience in the finance industry.

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