John PavlichkoCRD Number: 7458650
Current Firm: Altman Advisors
John Pavlichko (CRD# 7458650) is an Investment Advisor Representative working at Altman Advisors in Chicago, IL and has 1 year of experience in the finance industry. John Pavlichko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Altman Advisors||Chicago, IL||Sep 2020 - Current||1|
|Cibc Private Wealth Management||Chicago, IL||Jul 2019 - Sep 2020||1|
|The Northern Trust Company||Chicago, IL||Feb 2015 - Jul 2019||4|
|Sigma Chi Fraternity International Headquarters||Evanston, IL||May 2013 - Feb 2015||1|
|Saint Francis University||Loretto, PA||May 2009 - May 2013||4|
Total Assets Under Management352MILLIONS
Total Number of Accounts688ACCOUNTS
Average Account Value$511,559
- 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
- Pension consulting services
CA, FL, IL, TX
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