Brendan Houlihan (CRD# 1853916) is an Investment Advisor Representative working at First Advisors National, LLC in Palos Heights, IL and has over 9 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 |
|---|---|---|---|
| Il Dept Of Revenue | Chicago, IL | Apr 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- IL
-
Total Assets Under Management448MILLIONS
-
Total Number of Accounts4,892ACCOUNTS
-
Average Account Value$91,633
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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