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).
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Total Assets Under Management127MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$2,347,189
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
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
Zuri Idoeta (CRD# 2467417) is an Investment Advisor Representative working at Insight Securities, Inc. in Lancaster, PA and has over 29 years of experience in the finance industry.
Carlos Legaspy (CRD# 2148751) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 32 years of experience in the finance industry.
Augusto Medal Trinidad (CRD# 6364260) is an Investment Advisor Representative working at Insight Securities, Inc. in Asuncion, and has over 9 years of experience in the finance industry.
Fernando Pou (CRD# 4702395) 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.
Jorge Saldarriaga (CRD# 3024879) is an Investment Advisor Representative working at Insight Securities, Inc. in El Paso, TX and has over 26 years of experience in the finance industry.
Lawrence Shaw (CRD# 4710990) is an Investment Advisor Representative working at Insight Securities, Inc. in Coral Gables, FL and has over 20 years of experience in the finance industry.
Jennifer Taub (CRD# 4810991) is an Investment Advisor Representative working at Insight Securities, Inc. in Coral Gables, FL and has over 19 years of experience in the finance industry.
Dhimitri Agolli (CRD# 6823313) is an Investment Advisor Representative working at Insight Securities, Inc. in Highland Park, IL and has over 5 years of experience in the finance industry.
Luis Atristain (CRD# 4663100) 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.
Frank Garcia (CRD# 2411924) is an Investment Advisor Representative working at Insight Securities, Inc. in El Paso, TX and has over 25 years of experience in the finance industry.