![Caroline Sarles, financial advisor Northbrook IL](/img/ws/profile-blank-sq.png)
Caroline Sarles (CRD# 7870258) is an Investment Advisor Representative working at Hokin Investment Advisors Inc. in Northbrook, IL and has 1 year of experience in the finance industry. Caroline Sarles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
![Charles Melka, financial advisor Northbrook IL](/img/ws/profile-blank-sq.png)
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
![Alexander Bass, financial advisor Northbrook IL](/img/ws/profile-blank-sq.png)
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Hokin Investment Advisors Inc. | Northbrook, IL | Feb 2024 - Current | < 1 |
Martin Investment Management LLC | Evanston, IL | Jan 2015 - Feb 2024 | 9 |
Watson Dwyer Inc. | Chicago, IL | Dec 2014 - Jan 2015 | < 1 |
Bark Bark Club | Chicago, IL | Sep 2014 - Dec 2014 | < 1 |
Unemployed | Chicago, IL | Aug 2014 - Sep 2014 | < 1 |
Johns Hopkins University Center For Talented Youth | Bristol, RI | Jun 2014 - Aug 2014 | < 1 |
- IL
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Total Assets Under Management43MILLIONS
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Total Number of Accounts103ACCOUNTS
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Average Account Value$413,960
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
FL, IL
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