Alfred Salvino (CRD# 409632) is an Investment Advisor Representative working at Performance Wealth in Marco Island, FL and has over 44 years of experience in the finance industry.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Performance Wealth Partners, LLC | Hinsdale, IL | Jan 2021 - Current | 3 |
| William Blair & Company LLC | Chicago, IL | Feb 1988 - Jan 2021 | 32 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1980 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- FL
- IL
-
Total Assets Under Management2,547MILLIONS
-
Total Number of Accounts1,995ACCOUNTS
-
Average Account Value$1,276,672
- A percentage of assets under your management
- 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
AZ, CA, FL, GA, IL, IN, MI, NC, NH, SC, TN, TX, WI
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