Gergana
Vasileva
Journey Financial Group, Inc
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About this Advisor
Gergana Vasileva is a financial advisor working out of Buffalo Grove, Illinois, with a total of 7 years of industry experience. Vasileva currently works for Journey Financial Group, Inc. Throughout their career, Vasileva has worked at Journey Financial Group and Hibernian Development. Vasileva maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Journey Financial Group, Inc is a firm based out of Buffalo Grove, IL. It has $202 million in assets between its 924 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 924 customer accounts, just 10% belong to high-net-worth clients who have at least $1 million in assets. Journey Financial Group, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually depend on which services the firm provides the client. Fee types billed by Journey Financial Group, Inc most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Journey Financial Group, Inc Brokerage Details
$201,618,346
8
924
$218,202
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Gergana Vasileva Work History
Gergana has been registered as a financial advisor for 7 years.*
Journey Financial Group
Hibernian Development
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gergana Vasileva 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 Journey Financial Group, Inc
Buffalo Grove, IL
Buffalo Grove, IL
Buffalo Grove, IL
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