Unclaimed Profile

James Linna

FIRST MIDWEST SECURITIES, INC.·BLOOMINGTON, Illinois

FIRST MIDWEST SECURITIES, INC.

207 W. JEFFERSON STREET, BLOOMINGTON, IL 61701-3969CRD# 733321Firm CRD# 21786

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Linna · BLOOMINGTON, IL

Registration

CRD #733321 · FIRST MIDWEST SECURITIES, INC.

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

James Linna is a registered financial advisor based in BLOOMINGTON, Illinois, affiliated with FIRST MIDWEST SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FIRST MIDWEST SECURITIES, INC.

FMSI ADVISERS

AUM

$169M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FIRST MIDWEST SECURITIES, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 733321

Firm CRD# 21786

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Linna offer?

James Linna specializes in Financial Planning, Investment Management. Contact their office in BLOOMINGTON, Illinois for a consultation.

What are James Linna's credentials?

James Linna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Linna located?

James Linna is based in BLOOMINGTON, Illinois, working with FIRST MIDWEST SECURITIES, INC.. Their office serves clients in the BLOOMINGTON metropolitan area and surrounding communities.

How does James Linna charge for services?

James Linna's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FIRST MIDWEST SECURITIES, INC.?

FIRST MIDWEST SECURITIES, INC. has approximately 9 employees and manages $169M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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