Propel Financial Advisors, LLC
Propel Financial Advisors, LLC (CRD# 299279) is a financial advisory firm headquartered in Chicago, IL. They manage $38,234,936 in 304 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management38MILLION
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Total Number of Accounts304ACCOUNTS
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Average Account Value$125,773
- A percentage of assets under your management
- Hourly charges
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
IL, LA, NY, TN
Emily Agosto (CRD# 5996658) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Chicago, IL and has over 12 years of experience in the finance industry.
Amanda Vaught (CRD# 6626153) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Brooklyn, NY and has over 6 years of experience in the finance industry.
David Vaught (CRD# 2628191) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Chicago, IL and has over 28 years of experience in the finance industry.
Danielle Woods (CRD# 4573090) is an Investment Advisor Representative working at Propel Financial Advisors, LLC in Chicago, IL and has over 22 years of experience in the finance industry.