Insight Securities, Inc.

Insight Securities, Inc. (CRD# 5611) is a financial advisory firm headquartered in Highland Park, IL. They manage $110,288,437 in 249 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $442,925
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
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.

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

Financial Advisors at Insight Securities, Inc.
Showing 1 - 10 of 29 top financial advisors.
1
Jennifer R. Taub
CRD#: 4810991
1600 Ponce De Leon Blvd, Suite 806, Coral Gables, FL 33134
96
Wealthminder
score

Jennifer Taub (CRD# 4810991) is an Investment Advisor Representative working at Insight Securities, Inc. in Coral Gables, FL and has over 13 years of experience in the finance industry. Jennifer Taub 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.

2
Peter R. Albano
CRD#: 1102955
2511 Garden Rd, Suite C-225, Monterey, CA 93940
93
Wealthminder
score

Peter Albano (CRD# 1102955) is an Investment Advisor Representative working at Insight Securities, Inc. in Monterey, CA and has over 32 years of experience in the finance industry.

3
Juan L. De La Garza
CRD#: 5570024
2121 Ponce Deleon, Suite 405, Coral Gables, FL 33134
93
Wealthminder
score

Juan De La Garza (CRD# 5570024) is an Investment Advisor Representative working at Insight Securities, Inc. in Coral Gables, FL and has over 7 years of experience in the finance industry.

4
Diego De La Lama
CRD#: 2943100
600 Central Ave, Suite 265, Highland Park, IL 60035
93
Wealthminder
score

Diego De La Lama (CRD# 2943100) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 20 years of experience in the finance industry.

5
Salvador R. Diaz-Bazan
CRD#: 4195839
745 Atlantic Ave., Third Floor, Boston, MA 02111
93
Wealthminder
score

Salvador Diaz-Bazan (CRD# 4195839) is an Investment Advisor Representative working at Insight Securities, Inc. in Boston, MA and has over 17 years of experience in the finance industry.

6
Jaime Domenech Macias
CRD#: 5303505
1600 Ponce De Leon Blvd, Suite 806, Coral Gables, FL 33134
93
Wealthminder
score

Jaime Domenech Macias (CRD# 5303505) is an Investment Advisor Representative working at Insight Securities, Inc. in Coral Gables, FL and has over 10 years of experience in the finance industry.

7
Myrna E. Hernandez
CRD#: 4604459
401 East Main Street, Suite 407, El Paso, TX 79901
93
Wealthminder
score

Myrna Hernandez (CRD# 4604459) is an Investment Advisor Representative working at Insight Securities, Inc. in El Paso, TX and has over 13 years of experience in the finance industry.

8
Roberto Hernandez
CRD#: 4689282
401 East Main Street, Suite 407, El Paso, TX 79901
93
Wealthminder
score

Roberto Hernandez (CRD# 4689282) is an Investment Advisor Representative working at Insight Securities, Inc. in El Paso, TX and has over 14 years of experience in the finance industry.

9
Steven A. Hirsh
CRD#: 6026844
600 Central Ave, Suite 265, Highland Park, IL 60035
93
Wealthminder
score

Steven Hirsh (CRD# 6026844) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 6 years of experience in the finance industry.

10
Walter A. Hormann
CRD#: 5151241
1450 Brickell Ave., Suite 2770, Miami, FL 33131
93
Wealthminder
score

Walter Hormann (CRD# 5151241) is an Investment Advisor Representative working at Insight Securities, Inc. in Miami, FL and has over 6 years of experience in the finance industry.

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