FH
FH

Franco Tucciarelli Herrera

6 Years of Experience
Broker
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
3 clients
Average Client Portfolio
$23.0M average
Assets Under Management
$69.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

600 Central Ave, Suite 293, Highland Park, IL, 60035

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Franco is involved with GWM Partners Holdings, LLC, a DBA company that pays for office space expenses. This non-investment related activity requires minimal time.

Employment History
Current Registrations
First Southern, LLCBroker
February 2025 - Present · 1 yr
Precise Investment Management, INC.
December 2024 - Present · 1 yr 2 mos
Insight Securities, INC.
January 2019 - Present · 7 yrs 1 mo
Insight Securities, INC.Broker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Private Portfolio, INC.Broker
February 2024 - May 2024 · 3 mos
State Registrations4 states
FLMANYWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.