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Janet Redding

20 Years of Experience
Schaumburg, IL
Broker

Janet Redding is a registered investment advisor at Capital Analysts, based in Schaumburg, IL, with 20 years of industry experience. Janet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

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Location

Schaumburg, IL

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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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Employment History
Current Registrations
Capital Analysts
December 2014 - Present · 11 yrs 5 mos
Lincoln InvestmentBroker
June 2013 - Present · 12 yrs 11 mos
Lincoln Investment
June 2013 - Present · 12 yrs 11 mos
Previous Registrations
Legend Advisory CORP
February 2011 - June 2013 · 2 yrs 4 mos
Legend Equities CorporationBroker
October 2008 - June 2013 · 4 yrs 8 mos
Landolt Securities, INC.Broker
November 2005 - October 2006 · 11 mos
Oberweis Securities, INC.
March 2004 - November 2005 · 1 yr 8 mos
Oberweis Securities, INC.Broker
March 2004 - November 2005 · 1 yr 8 mos
Ameritas Investment CORP
August 2003 - April 2004 · 8 mos
Ameritas Investment CORP.Broker
July 2003 - April 2004 · 9 mos
State Registrations4 states
GAILINOH
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.