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Financial Advisor

$26MM AUM | $261,000 GDC in Woodridge, IL

Member Level
Basic
Last Activity
this week

Business Mix:

25% Comm
75% Fee

General

Location
Woodridge, IL, US
12 Month Gross Revenue
$261,000
Number of Accounts
285
Avg Client Age
60

Overview

Bob and Marc team up to handle clients, mainly in the 401(k) arena, along with wealth management and tax services. Financial planning, fee based services, and personal customer service is the hallmark of our organization.

 
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