Linda
Foltos-Mahler
Signature Financial Services, LTD
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About this Advisor
Linda Foltos-Mahler is a financial advisor working in Batavia, Illinois who has 22 years of industry experience. Foltos-Mahler is currently employed by Signature Financial Services, LTD. Their career trajectory has included roles at Linda F. Mahler, Cpa, First Heartland Capital, Inc and Signature Financial Services, LTD. Foltos-Mahler holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in Illinois. Signature Financial Services, LTD is an advisory company based in Arlington Heights, IL. The investment advisory business has offices in 15 locations and a total of 19 people on staff. It manages $178 million in total assets among its 565 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 565 client accounts, 31% are associated with high-net-worth clients who have greater than $1 million in investable assets. Signature Financial Services, LTD has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the financial services offered. However, fee types billed by Signature Financial Services, LTD may include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Signature Financial Services, LTD Brokerage Details
$178,330,000
19
565
$315,628
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Linda Foltos-Mahler Work History
Linda has been registered as a financial advisor for 22 years.*
First Heartland Capital, Inc
Signature Financial Services, LTD
Linda F. Mahler, Cpa
*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 Linda Foltos-Mahler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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