Insight Securities, Inc.

Insight Securities, Inc. (CRD# 5611) is a financial advisory firm headquartered in Highland Park, IL. They manage $192,223,854 in 569 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    192
    MILLION
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $337,828
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, TX, VA, WA, WI

Financial Advisors at Insight Securities, Inc.
Showing 1 - 10 of 20 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 12 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 30 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 6 years of experience in the finance industry.

4
Myrna E. Hernandez
CRD#: 4604459
8899 University Center Ln., Suite 310, San Diego, CA 92122
93
Wealthminder
score

Myrna Hernandez (CRD# 4604459) is an Investment Advisor Representative working at Insight Securities, Inc. in San Diego, CA and has over 12 years of experience in the finance industry.

5
Roberto Hernandez
CRD#: 4689282
600 Central Ave, Suite 265, Highland Park, IL 60035
93
Wealthminder
score

Roberto Hernandez (CRD# 4689282) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 13 years of experience in the finance industry.

6
Zuri Idoeta
CRD#: 2467417
1853 William Penn Way, Suite 29, Lancaster, PA 17601
93
Wealthminder
score

Zuri Idoeta (CRD# 2467417) is an Investment Advisor Representative working at Insight Securities, Inc. in Lancaster, PA and has over 22 years of experience in the finance industry.

7
Sandra L. Lebel
CRD#: 1940778
600 Central Ave, Suite 265, Highland Park, IL 60035
93
Wealthminder
score

Sandra Lebel (CRD# 1940778) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 24 years of experience in the finance industry.

8
Carlos J. Legaspy
CRD#: 2148751
600 Central Ave, Suite 265, Highland Park, IL 60035
93
Wealthminder
score

Carlos Legaspy (CRD# 2148751) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 25 years of experience in the finance industry.

9
Ricardo Llanos
CRD#: 2675634
8899 University Center Ln., Suite 310, San Diego, CA 92122
93
Wealthminder
score

Ricardo Llanos (CRD# 2675634) is an Investment Advisor Representative working at Insight Securities, Inc. in San Diego, CA and has over 20 years of experience in the finance industry.

10
Iris Sanguinetti
CRD#: 4356882
1600 Ponce De Leon Blvd, Suite 806, Coral Gables, FL 33134
93
Wealthminder
score

Iris Sanguinetti (CRD# 4356882) is an Investment Advisor Representative working at Insight Securities, Inc. in Coral Gables, FL and has over 15 years of experience in the finance industry.

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