Donal Falls (CRD# 6184844) is an Investment Advisor Representative working at Geowealth Management LLC in Chicago, IL and has over 10 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 |
|---|---|---|---|
| Geowealth Management LLC | Chicago, IL | Jan 2017 - Current | 7 |
| Falls Mechanical Insulation | Hickory Hills, IL | Jul 2005 - Current | 18 |
| Frontier Wealth Management | Chicago, IL | Jan 2009 - Dec 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2013 |
- IL
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Total Assets Under Management12,333MILLIONS
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Total Number of Accounts74,593ACCOUNTS
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Average Account Value$165,341
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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