Ivan Havrylyan, financial advisor Chicago IL
90 score

Ivan Havrylyan

CRD Number: 6126509
Current Firm: Outside The Box Financial Planning, LLC

Ivan Havrylyan (CRD# 6126509) is an Investment Advisor Representative working at Outside The Box Financial Planning, LLC in Chicago, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Outside The Box Financial Planning, LLC Chicago, IL Sep 2017 - Current < 1
Securities America Inc. Park Ridge, IL Jun 2014 - Current 3
Securities America Advisors Park Ridge, IL Jun 2014 - Current 3
Personal Financial Strategies, Inc. Park Ridge, IL Jun 2013 - Aug 2017 4
H & R Block Norridge, IL Dec 2014 - Apr 2015 < 1
Personal Financial Strategies, Inc. Park Ridge, IL Jan 2013 - Jun 2013 < 1
Personal Financial Strategies, Inc. Park Ridge, IL Sep 2012 - Jan 2013 < 1
Northeastern Illinois University Chicago, IL Jan 2011 - Dec 2012 1
Top Notch Auto Brokers, Inc. Palatine, IL Jun 2011 - Mar 2012 < 1
Macy's Northbrook, IL Nov 2010 - Apr 2011 < 1
Harper College Palatine, IL Jul 2008 - Dec 2010 2
Jimmy John's Northbrook, IL Jun 2010 - Sep 2010 < 1
Self Employed Mount Prospect, IL May 2008 - Mar 2010 1
Fost Bank Lincolnshire, IL Apr 2008 - Jan 2009 < 1
Pools Plus Palatine, IL Mar 2008 - Jun 2008 < 1
Stevenson High School Lincolnshire, IL Jul 2004 - Jun 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for Ivan Havrylyan
Phone Number: 312-554-5889
Registered State(s):
  • IL
Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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