Paul
Merrick
Riverpoint Wealth Management
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About this Advisor
Paul Merrick is a financial advisor based in Chicago, Illinois, working with Riverpoint Wealth Management. Paul has previously held positions at Lpl Financial LLC and Riverpoint Wealth Management. Paul has passed the Series 66 regulatory exam and is registered to provide services in Illinois. Currently, Paul is part of Riverpoint Wealth Management, which operates out of Chicago, Illinois. The firm has 4 employees and manages assets totaling $643.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Riverpoint Wealth Management includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Riverpoint Wealth Management Brokerage Details
$643,249,551
4
942
$682,855
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Paul Merrick Work History
Riverpoint Wealth Management
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Paul Merrick 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 Riverpoint Wealth Management
Chicago, IL
Chicago, IL
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