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CRD#: 10446
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

FIRST ANALYSIS SECURITIES CORPORATION is located at One South Wacker Drive Suite 3900, Chicago, IL 60606 and was first established at Chicago, Illinois in 01/27/1982. After operating for 44 years, FIRST ANALYSIS SECURITIES CORPORATION has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of FIRST ANALYSIS SECURITIES CORPORATION’s clients are individuals and 0% of their clients are high net worth individuals. FIRST ANALYSIS SECURITIES CORPORATION has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at FIRST ANALYSIS SECURITIES CORPORATION are registered to handle securities or provide financial advice. The firm has 3 disclosures, 3 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access FIRST ANALYSIS SECURITIES CORPORATION‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at FIRST ANALYSIS SECURITIES CORPORATION. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for FIRST ANALYSIS SECURITIES CORPORATION Comes From

Understanding the Statistics for FIRST ANALYSIS SECURITIES CORPORATION and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
3

FIRM INFORMATION

Main Address
One South Wacker Drive Suite 3900, Chicago, IL 60606
Mailing Address
One South Wacker Drive Suite 3900, Chicago, IL 60606
Firm Size
Small
Phone Number
(312) 258-1400
Established
Illinois since 01/27/1982
Firm Type
Corporation
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
FIRST ANALYSIS CORPORATIONPARENT COMPANY
HESS, DAVID CLARENCECHIEF COMPLIANCE OFFICER2187717
KHAN, RIAAD SYEDCHIEF FINANCIAL OFFICER / FINOP6759962
LESHUK, DAVID JOHNDIRECTOR2935779
NICKLIN, FRANCIS OLIVER JRCEO, MANAGING DIRECTOR & PRESIDENT347877
NICKLIN, MATTHEW OLIVERMANAGING DIRECTOR4216136

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Advisor's working at FIRST ANALYSIS SECURITIES CORPORATION

JH

Josephine Margaret Mae Horan

Josie Horan
RR
CRD#: 7961347
Location:
Chicago, IL 60606
Company:
FIRST ANALYSIS SECURITIES CORPORATION
Disclosures:
Experience:
1 year
View Profile
RC

Richard Paul Conklin

RR
CRD#: 1562968
CIMA®: Certified Investment Management Analyst
Location:
Chicago, IL 60606
Company:
FIRST ANALYSIS SECURITIES CORPORATION
Disclosures:
Experience:
31 years
View Profile
DH

David Clarence Hess

RR
CRD#: 2187717
Location:
Chicago, IL 60606
Company:
FIRST ANALYSIS SECURITIES CORPORATION
Disclosures:
Experience:
34 years
View Profile
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