Loukas
Charalambous

M1 Finance

CRD#7496250
Investment Advisor
in Chicago, IL

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About this Advisor

Loukas Charalambous is a financial advisor based in Chicago, Illinois, working with M1 Finance. Loukas has previously held positions at M1 Finance, LLC, Clear, Florida State University, Camp Laurel, Kashm Resort Photography, Hyatt Regency Orlando, and West Orange High School. Loukas has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Loukas is part of M1 Finance, which operates out of Chicago, Illinois. The firm has 24 employees and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at M1 Finance includes asset-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

200 North Lasalle Street Suite 800
Chicago, IL 60601

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M1 Finance Brokerage Details

Total Number of Employees

24

IL Average: 44

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Loukas Charalambous Work History

2021 - Present (3 years)

M1 Finance, LLC

2021 - 2021 (< 1 year)

Clear

2019 - 2020 (1 year)

Florida State University

2018 - 2019 (1 year)

Florida State University

2018 - 2018 (< 1 year)

Camp Laurel

2017 - 2018 (1 year)

Florida State University

2017 - 2017 (< 1 year)

Kashm Resort Photography

2016 - 2017 (1 year)

Florida State University

2015 - 2015 (< 1 year)

Hyatt Regency Orlando

2015 - 2017 (2 years)

West Orange High School

2012 - 2015 (3 years)

West Orange High School

Disclosures

Please visit the SEC profile of Loukas Charalambous 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 M1 Finance

Jing Kessler
Midlothian, VA
Kevin Pierce
Chicago, IL
Jieun Lee
Chicago, IL
Patrick Flood
Denver, CO
Kaila Widmann
Chicago, IL
Jack Privateer
Chicago, IL
Matthew Baker
Chicago, IL
Hanane Bouchareb
Evanston, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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