Ron Greenfield (CRD# 5668960) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Cedar Knolls, NJ and has over 14 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allstate Insurance Company | Morris Plains, NJ | Sep 2020 - Current | 3 |
| Finra | New York, NY | Jun 2018 - Current | 5 |
| Brookstone Capital Manangement | Wheaton, IL | Nov 2019 - Sep 2020 | < 1 |
| Jd Mellberg Financial, LLC | Tucson, AZ | Sep 2018 - Sep 2020 | 2 |
| Specialized Advisors LLC | Dallas, TX | Feb 2019 - Oct 2019 | < 1 |
| Secure Investment Management, LLC | Tucson, AZ | Oct 2018 - Feb 2019 | < 1 |
| Oneamerica Securities | Parsippany, NJ | Jan 2016 - Oct 2018 | 2 |
| American United Life | Parsippany, NJ | Nov 2015 - Oct 2018 | 2 |
| Unemployed | Morris Plains, NJ | Jul 2015 - Oct 2015 | < 1 |
| Nylife Securities LLC | New York, NY | Sep 2009 - Jun 2015 | 5 |
| New York Life Insurance Company | New York, NY | May 2009 - Jun 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- NJ
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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