Carla Reilly (CRD# 3151464) is an Investment Advisor Representative working at Highpoint Planning Partners in Orland Park, IL and has over 24 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highpoint Advisor Group, LLC | Orland Park, IL | Jul 2021 - Current | 2 |
| Lpl Financial, LLC | Orland Park, IL | Oct 2016 - Current | 7 |
| Level Four Advisory Serivces | Orland Park, IL | Oct 2016 - Jul 2021 | 4 |
| U.s. Bancorp Investments, Inc. | Chicago, IL | Jun 2014 - Oct 2016 | 2 |
| Cco Investment Services Corp | Lockport, IL | Oct 2006 - Jun 2014 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2004 |
- IL
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Total Assets Under Management3,001MILLIONS
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Total Number of Accounts13,229ACCOUNTS
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Average Account Value$226,850
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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