Thomas Gilboy (CRD# 5171104) is an Investment Advisor Representative working at Esi Financial Advisors in Chicago, IL and has over 13 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 |
|---|---|---|---|
| Equity Services, Inc. | Chicago, IL | Jan 2017 - Current | 7 |
| National Life | Chicago, IL | Nov 2016 - Current | 7 |
| Metlife Securities | Chicago, IL | Jan 2015 - Dec 2016 | 1 |
| Oneamerica Securities | Lake Bluff, IL | Apr 2013 - Jan 2015 | 1 |
| American United Life | Lake Bluff, IL | Feb 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2011 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- IL
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Total Assets Under Management2,125MILLIONS
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Total Number of Accounts11,558ACCOUNTS
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Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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