LA
LA

Luis Atristain

22 Years of Experience
Broker

Luis Atristain is a registered investment advisor at Insight Securities, INC., based in Highland Park, IL, with 22 years of industry experience. Their firm serves 48 clients with $94M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
IM Fee
Planning only
Assets Under Management
$94.2M
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Location

600 Central Ave, Suite 265, Highland Park, IL, 60035

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Luis works in the back office as administrative staff for Precise Investment Management, a registered RIA. This investment-related activity takes minimal time.

Employment History
Current Registrations
Insight Securities, INC.
January 2021 - Present · 5 yrs 3 mos
Insight Securities, INC.
October 2003 - Present · 22 yrs 6 mos
Insight Securities, INC.Broker
October 2003 - Present · 22 yrs 6 mos
State Registrations6 states
CAFLILNYTXWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Luis Atristain - Financial Advisor | TrueAdvisor