BH
BH

Bacilisa Erica Herrera

14 Years of Experience
Broker
Areas of Practice
Retirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
410,747 clients
Average Client Portfolio
$188K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
Loading...

Location

200 W. Madison Ave., Suite 2200, Chicago, IL, 60606

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Bacilisa works full-time as a Sales Consultant Specialist Team Leader for AssetMark, Inc., a registered Investment Adviser and affiliate of AssetMark Brokerage, LLC. This employment began in January 2019.

Employment History
Current Registrations
Assetmark, INC.
January 2019 - Present · 7 yrs 1 mo
Assetmark Brokerage, LLCBroker
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Assetmark Brokerage, LLCBroker
July 2016 - May 2018 · 1 yr 10 mos
Assetmark, INC.
July 2016 - May 2018 · 1 yr 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - February 2015 · 2 yrs 4 mos
Chase Investment Services CORP.Broker
October 2009 - October 2012 · 3 yrs
State Registrations4 states
ARILLATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bacilisa Erica Herrera - Financial Advisor | TrueAdvisor