Lisa
Zarkin
Sequoia Wealth Management, LLC
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About this Advisor
Lisa Zarkin is a financial advisor based in Naperville, Illinois, working with Sequoia Wealth Management, LLC. Lisa has previously held positions at Zoo On Yoo, Plansmart Financial Services, Lpl Financial, LLC, and Sequoia Wealth Management, LLC. Lisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Lisa is part of Sequoia Wealth Management, LLC, which operates out of Naperville, Illinois. The firm has 10 offices and 20 employees. The firm manages assets totaling $457.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Sequoia Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sequoia Wealth Management, LLC Brokerage Details
$457,188,363
20
2,593
$176,316
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Lisa Zarkin Work History
Sequoia Wealth Management, LLC
Lpl Financial, LLC
Zoo On Yoo
Plansmart Financial Services
Disclosures
Please visit the SEC profile of Lisa Zarkin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sequoia Wealth Management, LLC
Barrington, IL
Chicago, IL
Barrington, IL
Chicago, IL
Barrington, IL
Barrington, IL
Barrington, IL
Barrington, IL
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