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Carlos Legaspy
from Precise Investment Management, Inc.
Carlos Legaspy is a financial advisor based in Illinois, Highland Park,
with 33 years of experience. Carlos currently works for
Precise Investment Management, Inc..
Carlos maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Carlos Legaspy works at Precise Investment Management, Inc.
Precise Investment Management, Inc. is a financial advisory firm based in Highland Park, Illinois. It currently has approximately $114,176,669 of assets under management and employs about 7 people. Precise Investment Management, Inc. uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
600 Central Ave, Suite 293, Highland Park, Illinois, 60035
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