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Financial Advisor   

$100 AUM | $550,000 GDC in Oak Brook, IL

Member Level
Basic
Last Activity
this month

Business Mix:

70% Comm
30% Fee

General

Location
Oak Brook, IL, US
12 Month Gross Revenue
$550,000
Number of Accounts
500
Avg Client Age
50

Overview

We are a growing practice throughout the Chicagoland area with three locations currently and looking to grow to five. We have the RIA option at our BD which we are currently exploring. We have three partners, three associates and are looking to expand our client base and grow our brand.

 
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