Ronald Shih (CRD# 1336886) is an Investment Advisor Representative working at Highpoint Planning Partners in Chicago, IL and has over 38 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Highpoint Advisor Group, Llc (dba: Highpoint Advisor Group) | Rosemont, IL | Aug 2021 - Current | 2 |
| Lpl Financial LLC | Rosemont, IL | May 2014 - Current | 9 |
| Level Four Advisory Services | Rosemont, IL | May 2014 - Aug 2021 | 7 |
| New England Securities | Northbrook, IL | Feb 2004 - May 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1986 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- 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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