Unclaimed Profile

Dani Gerald Barron

TPG ADVISORS LLC·NORTHFIELD, Illinois

SIE, Series 7, Series 65, Series 66Clean record16 years registeredTPG ADVISORS LLC

465 CENTRAL AVE, NORTHFIELD, IL 60093CRD# 5274828Firm CRD# 298496

Profile Verification

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

Identity

Dani Gerald Barron · NORTHFIELD, IL

Registration

CRD #5274828 · TPG ADVISORS LLC · 16 years registered

Brand Profile

Not yet started

Career History

THE PLANNING GROUP

Sep 2018 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Aug 2009 – Jan 2019

Northfield, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · August 31, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TPG ADVISORS LLC

CRD 298496 · SEC 801-114032

AUM

$207M

Regulatory assets under management

Employees

706 client accounts

Services offered by TPG ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TPG ADVISORS LLC →

Introduction

Speak with Dani

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

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

Looking for a financial advisor in NORTHFIELD?

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

Browse NORTHFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dani Gerald Barron offer?

Dani Gerald Barron specializes in Financial Planning, Investment Management. Contact their office in NORTHFIELD, Illinois for a consultation.

What are Dani Gerald Barron's credentials?

Dani Gerald Barron is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dani Gerald Barron located?

Dani Gerald Barron is based in NORTHFIELD, Illinois, working with TPG ADVISORS LLC. Their office serves clients in the NORTHFIELD metropolitan area and surrounding communities.

How does Dani Gerald Barron charge for services?

Dani Gerald Barron'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 TPG ADVISORS LLC?

TPG ADVISORS LLC has approximately 4 employees and manages $207M 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 →