Levant Bishop
Levant Bishop is a registered investment advisor at Equitable Advisors, LLC, based in Oak Park, IL, with 26 years of industry experience. Levant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.
For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.
When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.
Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.
Location
Oak Park, IL
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Regulatory History (1)
Criminal
June 1988Other Business ActivitiesSells Insurance
Levant works as a chauffeur, dedicating about 10-20% of his time. He also works in sales and client service for Optimal Planning Partners, Inc. nearly full-time, and is approved to conduct other insurance activity with companies outside of Equitable Network.
Employment History
Current Registrations
Equitable Advisors, LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Previous Registrations
American Trust Investment Services Advisory, INC.
Chicago Capital Management Advisors, LLC
Chicago Capital Management Advisors, LLC
American Trust Investment Services, INC.Broker
Sigma Financial CorporationBroker
Spc
National Securities CorporationBroker
Capital Securities of America, INC.Broker
R.M. Stark & CO., INC.Broker
Dalton Kent Securities Group, INC.Broker
Millennium Securities CORP.Broker
Kensington Wells IncorporatedBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.