Claim Profile
CL

Carlos Javier Legaspy

INSIGHT SECURITIES, INC.·HIGHLAND PARK, Illinois
Unclaimed Profile
600 CENTRAL AVE., HIGHLAND PARK, IL 60035CRD# 2148751Firm CRD# 5611
01

About

Carlos Javier Legaspy is a registered financial advisor based in HIGHLAND PARK, Illinois, affiliated with INSIGHT SECURITIES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
INSIGHT SECURITIES, INC.
INSIGHT SECURITIES, INC.
AUM
$148M
Regulatory assets under management
Employees
23
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2148751
Firm CRD# 5611
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in HIGHLAND PARK?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Carlos Javier Legaspy offer?
Carlos Javier Legaspy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HIGHLAND PARK, Illinois for a consultation.
What are Carlos Javier Legaspy's credentials?
Carlos Javier Legaspy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Javier Legaspy located?
Carlos Javier Legaspy is based in HIGHLAND PARK, Illinois, working with INSIGHT SECURITIES, INC.. Their office serves clients in the HIGHLAND PARK metropolitan area and surrounding communities.
How does Carlos Javier Legaspy charge for services?
Carlos Javier Legaspy's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSIGHT SECURITIES, INC.?
INSIGHT SECURITIES, INC. has approximately 23 employees and manages $148M 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 →
Browse by specialty