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Professional Profile for Tom Prybylo

   
 
     
 
     
   
     
Tom Prybylo
21W715 Glen Crest Drive
Glen Ellyn, IL, 60137
Telephone: [630] 942-9005
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My Business Philosophy

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My Education (Tom Prybylo)
My degrees or years of college are:
• University of Illinois, BA
• DePaul University, Chicago, Il - MBA in Finance
Financial Services
I have the following years of financial services experience:
• 17
I currently hold the following active securities licenses:
• Series 7 - Sell any type of security, mutual fund, or variable annuity
• Series 63 - Sell securities across state lines
My CRD or IARD number is:
• 57663
My financial registration and fiduciary status is:
• I am an Investment Advisor Representative
• I acknowledge I am a fiduciary when I provide financial advice or services
My compliance department requires the following disclosure:
• Securities offered through:Crown Capital Securities,LP member FINRA/SIPC
Branch Office: 21 S.Pack,Ashville, NC 28801 Tel: 828-645-3557
You can view my compliance record for financial services and products by going to www.finra.org and entering my CRD or IARD number. If no record appears, go to my state's securities commissioner website and enter the same number:
• http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/index.htm
I provide the following planning services:
• Financial Planning
• Retirement Planning
• College Planning
• Charitable Planning
• Tax Planning
• Investment Strategy
• Current Plan Reviews
I provide the following types of non-discretionary investment advice and services:
• Investment Strategy & Policy
• Asset Allocation
• Money Manager Selection
    • Active
    • Passive
• Risk Management
• Performance Measurement
• Tax Efficient Strategies
• Current Portfolio Reviews
I provide the following investment products:
• Mutual funds
• Exchange Traded Funds
• Securities
• Equity Real Estate
• Alternative investment products:

Public offerings for REITS, Oil and Gas Investments
My primary professional association memberships include:
• Christian Financial Network
• Financial Planners Association
Insurance Services & Products
I have the following years of insurance experience:
• 17
I hold the following active insurance licenses:
• Life
• Annuity
• Long-Term Care
• Health
My insurance license number for my home state is:
•  IL/IL
You can view my compliance record for insurance advice, services and products by going to the National Association of Insurance Commissioners and clicking on my state: 
• http://www.naic.org/state_web_map.htm
Business Practices (All Professionals)
My methods of compensation are:
• Asset-based fee (Percent of assets)
• Fixed fee
• Hourly fee
• Commission (Insurance products)
I provide services to remote clients over the telephone and Internet
I provide the following types of information services:
• Quarterly reports
• Annual reports
• Market Letters
• Newsletters
I generally respond to client calls or emails:
• The same business day (If call or email is received in the AM)
Certification:
I certify all of the information in this professional profile is complete, accurate, and up-to-date.
Professional: Tom Prybylo
Most Recent Update: June 22, 2009
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