![Peter Rodick, financial advisor Cranford NJ](/img/ws/profile-blank-sq.png)
Peter Rodick (CRD# 7226442) is an Investment Advisor Representative working at Lincoln Investment in Cranford, NJ and has over 3 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
![Charbel Abi-Hassoun, financial advisor Cranford NJ](/img/ws/profile-blank-sq.png)
CRD# 6826987
J.p. Morgan Securities LLC
![Mary-ann Abida, financial advisor Cranford NJ](/img/ws/profile-blank-sq.png)
CRD# 5543496
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Capital Analysts | Fort Washington, PA | Feb 2021 - Current | 3 |
Lincoln Investment | Fort Washington, PA | Feb 2021 - Current | 3 |
Lincoln Investment | Fort Washington, PA | Nov 2020 - Current | 3 |
Bergin Agency | Cranford, NJ | Feb 2020 - Current | 4 |
Nespolo Ristorante | Flemington, NJ | Aug 2019 - Nov 2019 | < 1 |
Jockey Hollow Bar & Kitchen | Morristown, NJ | Jun 2017 - Aug 2019 | 2 |
Unemployed , N/a | N/a, NJ | Jan 2009 - Jun 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2021 |
- NJ
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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