AdvisorOS Directory
Claim Profile
Unclaimed Profile
VC

Valerie Cummins

GREAT POINT ADVISORS, LLC·CHICAGO, Illinois
SIE, Series 7, Series 24, Series 66Clean recordGREAT POINT ADVISORS, LLC
200 W. JACKSON BLVD. #1000, CHICAGO, IL 60606CRD# 6203544Firm CRD# 307477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Valerie Cummins · CHICAGO, IL
Registration
CRD #6203544 · GREAT POINT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
GREAT POINT ADVISORS, LLC
CRD 307477 · SEC 801-118231
AUM
$15M
Regulatory assets under management
Employees
22
88 client accounts
Services offered by GREAT POINT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at GREAT POINT ADVISORS, LLC →
Introduction

Speak with Valerie

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Valerie is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile
04

Frequently Asked Questions

What services does Valerie Cummins offer?
Valerie Cummins specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Valerie Cummins's credentials?
Valerie Cummins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Valerie Cummins located?
Valerie Cummins is based in CHICAGO, Illinois, working with GREAT POINT ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Valerie Cummins charge for services?
Valerie Cummins'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 GREAT POINT ADVISORS, LLC?
GREAT POINT ADVISORS, LLC has approximately 22 employees and manages $15M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at GREAT POINT ADVISORS, LLC

Peter Henry Karnowski
CHICAGO, IL
Thomas James Evey
CHICAGO, IL
John Paul Neppel
CHICAGO, IL

More Advisors in CHICAGO, Illinois

Martin Barry Kaplan
MESIROW ADVANCED STRATEGIES INC·CHICAGO, IL
Chad Morgan Feingold
BDT CAPITAL PARTNERS, LLC·CHICAGO, IL
John William Wimbiscus
TRINITY FINANCIAL ADVISORS LLC·CHICAGO, IL
Michael Patrick Savino
DODDA ADVISORY SERVICES·CHICAGO, IL
Thomas Francis Meagher
GROSVENOR CAPITAL MANAGEMENT, L.P.·CHICAGO, IL
Brian B. Musso
TRIAD TRADING, LLC·CHICAGO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
NAPERVILLE (72)DOWNERS GROVE (62)OAK BROOK (56)NORTHBROOK (52)WHEATON (44)DEERFIELD (42)ROCKFORD (36)EVANSTON (34)SPRINGFIELD (34)BLOOMINGTON (31)
City Guides
NAPERVILLE GuideDOWNERS GROVE GuideOAK BROOK GuideNORTHBROOK GuideWHEATON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile