Anna Bouthillette (CRD# 2971575) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Northbrook, IL and has over 26 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 |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Northbrook, IL | Aug 2021 - Current | 2 |
| Charles Schwab Bank, Ssb | Northbrook, IL | Aug 2021 - Current | 2 |
| Fidelity Brokerage Services LLC | Highland Park, IL | Jun 2020 - Jul 2021 | 1 |
| Unemployed | Glenview, IL | Sep 2019 - Jun 2020 | < 1 |
| Raymond James Financial Services, Inc. | Glenview, IL | Sep 2018 - Sep 2019 | 1 |
| Raymond James Financial Services Advisors Inc. | Glenview, IL | Sep 2018 - Sep 2019 | 1 |
| Pnc Investments | Chicago, IL | Aug 2014 - Sep 2018 | 4 |
| Pnc Investments | Pittsburgh, PA | Dec 2013 - Aug 2014 | < 1 |
| Pnc Bank | Pittsburgh, PA | Dec 2013 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1998 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2001 |
- IL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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