Robert Pendergist (CRD# 4356031) is an Investment Advisor Representative working at Shore Point Advisors, LLC in Brielle, NJ and has over 8 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Shore Point Advisors, LLC | Brielle, NJ | Jul 2023 - Current | < 1 |
Penkav Solutins | Tinton Falls, NJ | Jan 2017 - Current | 7 |
Lpl Financial, LLC | Spring Lake, NJ | Oct 2019 - Nov 2022 | 3 |
Guardian Life Insurance | Wall, NJ | Oct 2016 - Aug 2019 | 2 |
Park Avenue Securities | Wall, NJ | Oct 2016 - Aug 2019 | 2 |
Park Avenue Securities LLC | Manasquan, NJ | Jun 2006 - Sep 2016 | 10 |
Guardian Life Ins Co | Manasquan, NJ | Feb 2001 - Sep 2016 | 15 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2016 |
S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- ME
- TX
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts1,405ACCOUNTS
-
Average Account Value$151,393
- 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
- Other
CA, FL, ME, NJ, NY, SC, TX
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