JA
Juan Avila
from Centric Wealth Management, LLC
Juan Avila is a financial advisor based in Illinois, Chicago,
with 34 years of experience. Juan currently works for
Centric Wealth Management, LLC.
Juan 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
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Juan Avila works at Centric Wealth Management, LLC
Centric Wealth Management, LLC is a financial advisory firm based in Chicago, Illinois. It currently has approximately $448,482,462 of assets under management and employs about 7 people. Centric Wealth Management, LLC uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and commissions.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
24 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and commissions
Office location
333 W. Wacker Drive, 6th Floor, Chicago, Illinois, 60606
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting