Adam Peltzman (CRD# 4035058) is an Investment Advisor Representative working at Certior Financial Group, LLC in East Norriton, PA and has over 23 years of experience in the finance industry. Adam Peltzman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Certior Financial Group, Llc F/k/a Kantor Financial Group, LLC | King Of Prussia, PA | Jun 2017 - Current | 6 |
| Health And Benefits Partners LLC | East Norriton, PA | Jan 2012 - Current | 12 |
| Mutual Securities, Inc. | Camarillo, CA | Jun 2017 - Dec 2022 | 5 |
| Voya Financial Advisors | East Norriton, PA | Sep 2014 - Jun 2017 | 2 |
| Financial Independence Planning LLC | East Norriton, PA | Apr 2005 - Jun 2017 | 12 |
| Ing Financial Partners | King Of Prussia, PA | Apr 2005 - Sep 2014 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2001 |
- PA
- TX
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Total Assets Under Management364MILLIONS
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Total Number of Accounts1,698ACCOUNTS
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Average Account Value$214,289
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, LA, MA, NJ, NY, PA, SC, TX, WY
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