Benjamin MerrillCRD Number: 7030829
Current Firm: Lincoln Financial Advisors Corporation
Benjamin Merrill (CRD# 7030829) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Chicago, IL and has over 3 years of experience in the finance industry.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Highpoint Planning Partners
|Lincoln Financial Advisors||Chicago, IL||Jan 2019 - Current||4|
|The Next Level Planning Group||Chicago, IL||Oct 2018 - Current||4|
|Greenhouse - Western Suburbs, Nfp||Wheaton, IL||Apr 2008 - Oct 2018||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2019|
Total Assets Under Management36,787MILLIONS
Total Number of Accounts111,465ACCOUNTS
Average Account Value$330,036
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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