Stephen Francis (CRD# 7613098) is an Investment Advisor Representative working at Fsr Wealth Management, Ltd. in Elmhurst, IL and has 1 year 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 |
|---|---|---|---|
| Fsr Wealth Strategies | Elmhurst, IL | May 2021 - Current | 3 |
| Jm Wilson Corporation | Arlington Heights, IL | May 2018 - May 2021 | 3 |
| Progressive | Schaumburg, IL | May 2017 - May 2018 | 1 |
| Avalon Risk Management | Elk Grove Village, IL | Jun 2013 - May 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2022 |
- IL
-
Total Assets Under Management154MILLIONS
-
Total Number of Accounts950ACCOUNTS
-
Average Account Value$162,467
- 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
- Selection of other advisers (including private fund managers)
FL, IL, IN, NE
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