Unclaimed Profile

Linda S. Epstein

SILVER OAK SERVICES PARTNERS,LLC·EVANSTON, Illinois

Clean recordSILVER OAK SERVICES PARTNERS,LLC

1560 SHERMAN AVE, SUITE 1200, EVANSTON, IL 60201-4811CRD# 7598478Firm CRD# 160904

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Linda S. Epstein · EVANSTON, IL

Registration

CRD #7598478 · SILVER OAK SERVICES PARTNERS,LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Linda S. Epstein is a registered financial advisor based in EVANSTON, Illinois, affiliated with SILVER OAK SERVICES PARTNERS,LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SILVER OAK SERVICES PARTNERS,LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SILVER OAK SERVICES PARTNERS,LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7598478

Firm CRD# 160904

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Frequently Asked Questions

What services does Linda S. Epstein offer?

Linda S. Epstein specializes in Retirement Planning. Contact their office in EVANSTON, Illinois for a consultation.

What are Linda S. Epstein's credentials?

Linda S. Epstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Linda S. Epstein located?

Linda S. Epstein is based in EVANSTON, Illinois, working with SILVER OAK SERVICES PARTNERS,LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.

How does Linda S. Epstein charge for services?

Linda S. Epstein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SILVER OAK SERVICES PARTNERS,LLC?

SILVER OAK SERVICES PARTNERS,LLC has approximately 22 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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