Justin Forik (CRD# 6538074) is an Investment Advisor Representative working at Personal Cfo Solutions LLC in Chester, NJ and has over 6 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Ayco Company, L.p./mercer Allied | Parsippany, NJ | Jan 2016 - Sep 2016 | < 1 |
| The Ayco Company, LP | Parsippany, NJ | Nov 2015 - Jan 2016 | < 1 |
| Fairleigh Dickinson University | Florham Park, NJ | Aug 2013 - Dec 2015 | 2 |
| Bank Of America Merrill Lynch | Florham Park, NJ | Jul 2015 - Oct 2015 | < 1 |
| A&r Midstate Management | Mt. Arlington, NJ | Jun 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management1,166MILLIONS
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Total Number of Accounts4,056ACCOUNTS
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Average Account Value$287,546
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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