Phillip Pardo (CRD# 4389960) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Downers Grove, IL and has over 22 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 |
---|---|---|---|
Legacy Shield Solutions, Inc. | Ponte Vedra, FL | May 2021 - Current | 3 |
National Corporate Advisors, Inc Dba National Corporate Credit | Elgin, IL | Apr 2019 - Current | 5 |
Humana Marketpoint | Oak Brook, IL | Sep 2013 - Current | 10 |
Transamerica Financial Advisors, Inc. | Lombard, IL | Jan 2012 - Current | 12 |
Aetna Health Insurance | Sugar Land, TX | Apr 2009 - Current | 15 |
Humana | Middleton, WI | Jun 2008 - Current | 16 |
Employee Benefit Risk Management Service Inc. | Oak Brook, IL | Jun 2008 - Current | 16 |
All Kids | Hoffman Estates, IL | Jun 2008 - Current | 16 |
Wfgia | Lombard, IL | Jun 2001 - Current | 23 |
School Loan 411, LLC | Chicago, IL | Jul 2014 - Apr 2021 | 6 |
The Producers Alliance | Hoffman Estates, IL | Jun 2008 - Apr 2021 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2001 |
S65 | NASAA Investment Advisors Law Examination | Mar 2009 |
- IL
- TX
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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