Carlos Legaspy is a registered investment advisor at Insight Securities, INC., based in Highland Park, IL, with 34 years of industry experience. Their firm serves 48 clients with $94M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
600 Central Ave., Suite 293, Highland Park, IL, 60035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carlos has several outside business activities, including managing Precise Holdings, Inc., serving as a Certified Co-Leader with the ManKind Project, working as an advisor for Precise Investment Management, and acting as an officer of Precise Consulting. He also works as an insurance agent, serves as a board member at Devon Bank, and is writing a book, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Insight Securities, INC.
Insight Securities, INC.Broker
Precise Investment Management, INC.
Previous Registrations
Insight Securities, INC.
Precise Investment Management, LLC
Insight Securities, INC.Broker
Investment Placement GroupBroker
Serfin Securities,inc.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.