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Financial Advisor   

$11,000MM AUM | $10MM GDC in Louisville, KY

Member Level
Basic
Last Activity
this month

Business Mix:

10% Comm
90% Fee

General

Location
Louisville, KY, US
12 Month Gross Revenue
$10,000,000
Number of Accounts
2,500
Avg Client Age
55

Overview

Sheridan Road is a leading national investment consulting and retirement advisory practice focused on developing customized strategies designed to fit the needs of our corporate, not-for-profit, and individual clients. The firm provides three core services: retirement services, wealth management, and executive benefits. We have approx 400,000 participants across all of our plans (including 2,500 executives). We manage the largest plan at LPL. All of our new plans are advisory based.

 
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