Alan Myers (CRD# 2554527) is an Investment Advisor Representative working at Trails Edge Wealth Advisers, LLC in Northbrook, IL and has over 29 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 |
|---|---|---|---|
| Trails Edge Wealth Advisers, LLC | Chicago, IL | Sep 2018 - Current | 5 |
| Wells Fargo Clearing Services, LLC | Chicago, IL | Feb 2016 - Apr 2019 | 3 |
| Credit Suisse Securities (usa) LLC | Chicago, IL | Nov 2007 - Feb 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2003 |
| S63 | Uniform Securities State Law Examination | Dec 1994 |
- IL
-
Total Assets Under Management102MILLIONS
-
Total Number of Accounts70ACCOUNTS
-
Average Account Value$1,461,071
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
IL
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