Alexander
Tabb
Wintrust Investments LLC
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About this Advisor
Alexander Tabb is a financial advisor based in Chicago, Illinois, working with Wintrust Investments LLC. Alexander has previously held positions at Pnc Investments, Jpmorgan Securities LLC, Jpmorgan Chase Bank, N.A, and Jp Morgan Securities LLC. Alexander has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Alexander is part of Wintrust Investments LLC, which operates out of Chicago, Illinois. The firm has 78 offices and 178 employees. The firm manages assets totaling $14.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Wintrust Investments LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wintrust Investments LLC Brokerage Details
$14,417,827,726
178
10,969
$1,314,416
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Alexander Tabb Work History
Jpmorgan Chase Bank, N.A
Jp Morgan Securities LLC
Jpmorgan Securities LLC
Pnc Investments
Disclosures
Please visit the SEC profile of Alexander Tabb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wintrust Investments
Chicago, IL
Lake Forest, IL
Chicago, IL
Hoffman Estates, IL
Chicago, IL
Chicago, IL
Chicago, IL
Chicago, IL
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