TP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$12.3M
Fee Structure
This document does not contain any fee information. Please refer to the firm's brochure for fee details.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
101A Foster Road, Moorestown, NJ, 08057
Get directionsRegulatory 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 ActivitiesSells Insurance
Theresa is a licensed insurance agent offering non-variable insurance products, dedicating full-time hours to Innovative Benefit Planning LLC. She is also a partner in Innovative Properties, a real estate venture, but spends minimal time on it.
Employment History
Current Registrations
Innovative Investment Fiduciaries, LLC
March 2013 - Present · 12 yrs 10 mos
Previous Registrations
Main Street Investment Advisors, LLC
April 2008 - March 2015 · 6 yrs 11 mos
Tower Square Securities, INC.
July 2004 - December 2007 · 3 yrs 5 mos
Ws Griffith Securities, INC.
June 2002 - January 2003 · 7 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.