Oduardo
Periu

Interactive Financial Advisors

CRD#2493180
Investment Advisor
in Joliet, IL

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About this Advisor

Oduardo Periu is a financial advisor based in Joliet, Illinois, working with Interactive Financial Advisors. Oduardo has previously held positions at Interactive Financial Advisors and Citgo. Oduardo has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Oduardo is part of Interactive Financial Advisors, which operates out of Joliet, Illinois. The firm has 21 offices and 36 employees. The firm manages assets totaling $284.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Interactive Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

911 Richmond St.
Joliet, IL 60435

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Interactive Financial Advisors Brokerage Details

Total Assets Under Management

$284,940,831

IL Average: $6,674,516,078
Total Number of Employees

36

IL Average: 44
Total Number of Accounts

3,152

IL Average: 2,564
Average Account Size

$90,400

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Oduardo Periu Work History

2005 - Present (19 years)

Interactive Financial Advisors

1987 - 2018 (31 years)

Citgo

Disclosures

Please visit the SEC profile of Oduardo Periu 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 Interactive Financial Advisors

Olga Kramarenko
Kill Devil Hills, NC
Brett Simms
Chicago, IL
Marcus Bauman
Newport News, VA
Nathan Becker
Onalaska, WI
Brigid Toothman
El Reno, OK
Brent Leavitt
Great Falls, MT
Dennis Wesel
New Lenox, IL
William Mullins
Heathsville, VA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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