Eileen Clune, financial advisor Vero Beach FL

Eileen Clune

CRD Number: 1067388
Current Firm: Clune & Associates

Eileen Clune (CRD# 1067388) is an Investment Advisor Representative working at Clune & Associates in Vero Beach, FL and has over 36 years of experience in the finance industry. Eileen Clune has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Alyssa Abbate, financial advisor Vero Beach FL
Alyssa R. Abbate
CRD# 6980780
Fidelity Personal And Workplace Advisors
Similar Advisors
Marc Aiken, financial advisor Vero Beach FL
Marc D. Aiken
CRD# 1076829
Securities Research, Inc.
Similar Advisors
Mary Arizpe, financial advisor Vero Beach FL
Mary K. Arizpe
CRD# 2359100
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Professional Designations
Company Name Location Dates Years
Clune & Associates Chicago, IL Mar 1989 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eileen S. Clune
Phone Number: (312) 644-6040
Firm Website: http://www.clune.biz
Registered State(s):
  • CO
  • FL
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    583
    MILLIONS
  • Total Number of Accounts
    772
    ACCOUNTS
  • Average Account Value
    $754,786
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, CA, CO, FL, IL, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Eileen Clune and other advisors.
BADGES

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 derived from SEC.gov data covering 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.

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.