Edgar Lara, financial advisor Bridgewater NJ

Edgar Lara

CRD Number: 3241195
Current Firm: Sacks & Associates, LLC

Edgar Lara (CRD# 3241195) is an Investment Advisor Representative working at Sacks & Associates, LLC in Bridgewater, NJ and has over 19 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Sacks & Associates, LLC Bridgewater, NJ Feb 2015 - Current 9
Sacks & Associates Woodbridge, NJ Oct 2008 - Current 15
Mutual Securities, Inc. Camarillo, CA Feb 2015 - Nov 2021 6
Voya Financial Advisors Woodbridge, NJ Sep 2014 - Feb 2015 < 1
Ing Financial Partners, Inc. Woodbridge, NJ Jan 2011 - Sep 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2005
Contact Info for Edgar G. Lara
Phone Number: 908-864-4950
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    177
    MILLIONS
  • Total Number of Accounts
    357
    ACCOUNTS
  • Average Account Value
    $495,086
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, FL, MD, NJ, NY, PA, TX

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