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Featured Business Financial Advisor in South Barrington, IL
South Barrington Financial Advisors
Raymond James Financial Services, Inc. Member FINRA/SIPC
33 W. Higgins Rd., Suite 2050
South Barrington, IL 60010
(847) 8518790ext240
“Independent Solutions from Independent Advisors”
Advisor Profile
Dan Savas, CFP
Name:  Dan Savas, CFP
Phone Number:  (847) 8518790ext240
Website:  Visit Website

About Raymond James Financial Services, Inc. Member FINRA/SIPC

When planning your financial future, many details regarding your money and your life?s goals must be addressed. With so much at stake, why not look to someone who is held to the highest ethical and professional standards in the industry, one who you can be confident has the education and experience to assist you with the complex financial needs to plan for your future. When working with me, you and your needs are the focus of the financial planning relationship and drive the recommendations for your overall wealth management approach. And we will be there to help you each step of the way in the pursuit of your financial goals.

General Information

Gender:    Male
CRD#:    4330638
Name of Broker/Dealer:    Raymond James Financial Services
States Licensed in:    IL, WI, FL, MO, PA, CA, CO, IN, TX
States Willing to do Business in:   
Years of Experience in Financial Services:    19
Number of Years with Current Firm:    13
I work with the following types of clients:    Businesses, Non-Profit Organizations, Individual Investors


Academic Background
BS, Management - Purdue University
College for Financial Planning


Investment Types:    Exchange Traded Funds (ETFs), Alternative Investments, Insurance, Mutual Funds, Bonds, Stocks, Annuities
I can meet clients in the following ways:    At my office, Via phone, At your office, Via email, At your home

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Financial Planner (CFP�)
Securities Licenses:    Series 7, Series 63, Series 65
Insurance and Annuity Licenses:    Annuity, Life, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Crystal Lake Chamber of Commerce, St. Sophia Greek Orthodox Church, Faith in Action of McHenry County (non-profit assisting seniors), Crystal Lake Community Band


Registered Representative:    Yes
Investment Advisor Representative:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record

Compensation & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $200,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:    1%
Additional Details on Charges:    Fees vary depending on services and size of investment portfolio.
Prepared By: Dan Savas, CFP

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