AM
CFP
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 →Employment History
Current Registrations
Innovative Investment Fiduciaries, LLC
March 2019 - Present · 6 yrs 10 mos
Previous Registrations
VALIC Financial Advisors, INC.
June 2018 - March 2019 · 9 mos
VALIC Financial Advisors, INC. Broker
May 2018 - March 2019 · 10 mos
State Registrations3 states
NJPATX
Advisor
Exams
No exam information available for this advisor.