
Janice Faris (CRD# 3169689) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Oakbrook Terrace, IL and has over 19 years of experience in the finance industry.
CRD# 871521
Ellis Wealth Advisors, LLC
Score
106
CRD# 4478796
Krd Financial
Score
106
CRD# 3080178
Waddell & Reed
Score
104
Company Name | Location | Dates | Years |
---|---|---|---|
Oneamerica Securities | Wheaton, IL | Aug 2017 - Current | < 1 |
American United Life | Wheaton, IL | Aug 2017 - Current | < 1 |
Hornor Townsend & Kent Inc. | Horsham, PA | Apr 2010 - Jul 2017 | 7 |
Penn Mutual Life Insurance Co | Horsham, PA | Apr 2010 - Jul 2017 | 7 |
The Equitable Life Assurance Society Of The United States | Wheaton, IL | Dec 1998 - Apr 2010 | 11 |
Eq Financial Consultants, Inc. | Wheaton, IL | Dec 1998 - Apr 2010 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 1999 |
S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
- IL
-
Total Assets Under Management91MILLIONS
-
Total Number of Accounts2,013ACCOUNTS
-
Average Account Value$45,074
- 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)
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.