Melinda Gaertner (CRD# 4597520) is an Investment Advisor Representative working at Ibex Wealth Advisors, LLC in Bedminster, NJ and has over 19 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Lebanon, NJ | Sep 2018 - Current | 5 |
| Ibex Wealth Advisors, LLC | Lebanon, NJ | Sep 2018 - Current | 5 |
| Pfs Partners, LLC | Mine Hill, NJ | Jun 2013 - Aug 2018 | 5 |
| Pfs Partners, Llc (precision Financial Services) | Mine Hill, NJ | Jan 2012 - Aug 2018 | 6 |
| Leigh Baldwin & Company, LLC | Cazenovia, NY | Dec 2015 - Oct 2016 | < 1 |
| Lpl Financial LLC | Mine Hill, NJ | Jan 2012 - Nov 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- NJ
-
Total Assets Under Management710MILLIONS
-
Total Number of Accounts1,126ACCOUNTS
-
Average Account Value$630,327
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, CT, DE, FL, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX
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