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Robert Alan Leon

HARBOUR FINANCIAL RESOURCES, LTD·SKOKIE, Illinois
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9933 LAWLER AVE., SUITE 500, SKOKIE, IL 60077-4302CRD# 2104931Firm CRD# 110261
01

About

Robert Alan Leon is a registered financial advisor based in SKOKIE, Illinois, affiliated with HARBOUR FINANCIAL RESOURCES, LTD. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
HARBOUR FINANCIAL RESOURCES, LTD
HARBOUR FINANCIAL RESOURCES, LTD
AUM
$156M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at HARBOUR FINANCIAL RESOURCES, LTD →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2104931
Firm CRD# 110261
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Alan Leon offer?
Robert Alan Leon specializes in Financial Planning, Investment Management. Contact their office in SKOKIE, Illinois for a consultation.
What are Robert Alan Leon's credentials?
Robert Alan Leon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Alan Leon located?
Robert Alan Leon is based in SKOKIE, Illinois, working with HARBOUR FINANCIAL RESOURCES, LTD. Their office serves clients in the SKOKIE metropolitan area and surrounding communities.
How does Robert Alan Leon charge for services?
Robert Alan Leon'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 HARBOUR FINANCIAL RESOURCES, LTD?
HARBOUR FINANCIAL RESOURCES, LTD has approximately 3 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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