North Shore Investment Consulting LLC
North Shore Investment Consulting LLC (CRD# 131763) is a financial advisory firm headquartered in Wilmette, IL. They manage $76,865,816 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management77MILLION
Total Number of Accounts62ACCOUNTS
Average Account Value$1,239,771
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Smith (CRD# 1750020) is an Investment Advisor Representative working at North Shore Investment Consulting LLC in Wilmette, IL and has over 30 years of experience in the finance industry. Jeffrey Smith 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.