Bacilisa HerreraCRD Number: 5720235
Current Firm: Assetmark, Inc.
Bacilisa Herrera (CRD# 5720235) is an Investment Advisor Representative working at Assetmark, Inc. in Chicago, IL and has over 11 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
Amplify Investments LLC
|Assetmark Financial, Inc.||Chicago, IL||Jan 2019 - Current||2|
|Assetmark Brokerage, LLC||Chicago, IL||Jan 2019 - Current||2|
|Designer Shoe Warehouse (dsw)||Bolingbrook, IL||Jul 2018 - Current||2|
|School Association For Special Education In Dupage County (sased||Lisle, IL||May 2018 - Jan 2019||< 1|
|Assetmark Brokerage, LLC||Chicago, IL||May 2016 - May 2018||2|
|Assetmark Financial, Inc.||Chicago, IL||Nov 2015 - May 2018||2|
|J.p. Morgan Securities LLC||Chicago, IL||Oct 2012 - Nov 2015||3|
|Jpmorgan Chase Bank||Romeoville, IL||Sep 2009 - Nov 2015||6|
|Chase Investment Services Corp||Romeoville, IL||Sep 2009 - Oct 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2009|
|S65||NASAA Investment Advisors Law Examination||Jul 2016|
Total Assets Under Management46,987MILLIONS
Total Number of Accounts253,109ACCOUNTS
Average Account Value$185,639
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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