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Julian Martin Lefiles

Interactive Financial Advisors

New Lenox, IL

St. Augustine, FL

CRD 5748247

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Employer firm

Interactive Financial Advisors CRD 125117

$240M regulatory AUM 20 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Interactive Financial Advisors

100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2020-12-09
  • FL RA
    APPROVED
    Since 2020-12-09

Branch Locations

100 Batson Ct. Suite 104, New Lenox, IL 60451 • United States

St. Augustine, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Interactive Financial Advisors St Augustine FL 01/2010 Present
Designations
  • Chartered Financial Consultant
Other Names
  • J. Martin Lefiles
  • Marty Lefiles
  • Julian Martin Lefiles

View on SEC IAPD

Nearby Firms

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

PAUL ALLAN BRANSHAW
RICHARD LEE PETERBOK
MICHAEL SCROGGINS

Nearby Offices

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · NEW LENOX, IL
LPL FINANCIAL LLC · NEW LENOX, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · New Lenox, IL

More in New Lenox, IL

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