Dhimitri Agolli is a registered investment advisor at Insight Securities, INC., based in Highland Park, IL, with 7 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 293, Highland Park, IL, 60035
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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.
Learn about disclosures →Employment History
Current Registrations
Insight Securities, INC.
August 2020 - Present · 5 yrs 8 mos
Insight Securities, INC.Broker
April 2018 - Present · 8 yrs
State Registrations1 state
IL
Advisor
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.