AS
AS

Aakanksha Sharma

3 Years of Experience
Broker
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
990 advisors
Number of Clients
121,236 clients
Average Client Portfolio
$214K average
Assets Under Management
$26.0B

Fee Structure

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Location

540 Lake Cook Rd, Ste 600, Deerfield, IL, 60015

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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.

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Employment History
Current Registrations
Goldman Sachs Wealth Services, L.P.
November 2022 - Present · 3 yrs 3 mos
Goldman Sachs & CO. LLCBroker
September 2022 - Present · 3 yrs 5 mos
State Registrations47 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Aakanksha Sharma - Financial Advisor | TrueAdvisor