Ivan Havrylyan (CRD# 6126509) is an Investment Advisor Representative working at Outside The Box Financial Planning, LLC in Wheeling, 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 |
|---|---|---|---|
| Outside The Box Financial Planning, LLC | Chicago, IL | Sep 2017 - Current | 6 |
| Securities America Inc. | Park Ridge, IL | Jun 2014 - Current | 9 |
| Securities America Advisors | Park Ridge, IL | Jun 2014 - Current | 9 |
| Personal Financial Strategies, Inc. | Park Ridge, IL | Jun 2013 - Aug 2017 | 4 |
| H & R Block | Norridge, IL | Dec 2014 - Apr 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2013 |
- IL
-
Total Assets Under Management6MILLIONS
-
Total Number of Accounts73ACCOUNTS
-
Average Account Value$80,889
- 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
IL
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