Alan Babbitt (CRD# 6014261) is an Investment Advisor Representative working at Eagle Strategies LLC in Edison, NJ and has over 11 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Edison, NJ | Jan 2017 - Current | 7 |
| Nylife Securites LLC | Edison, NJ | Nov 2016 - Current | 7 |
| New York Life Insurance Company | Edison, NJ | Aug 2016 - Current | 7 |
| Pruco Securities, LLC | East Brunswick, NJ | Jan 2012 - Aug 2016 | 4 |
| The Prudential Insurance Company Of America | East Brunswick, NJ | Jan 2012 - Aug 2016 | 4 |
| Roth Consulting Group | Union, NJ | Jan 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2012 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- NJ
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, VT, WA, WI, WV, WY
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