Brandon Pergola (CRD# 6328460) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fairfield, 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# 5146297
Origin Investment Advisory LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Advisors LLC | Fairfield, NJ | Sep 2022 - Current | 1 |
First Allied Advisory Services | Schaumburg, IL | Nov 2020 - Current | 3 |
First Allied Securities, Inc. | San Diego, CA | Jun 2019 - Sep 2022 | 3 |
First Allied Advisory Services, Inc. | San Diego, CA | Jun 2019 - Nov 2020 | 1 |
Ep Wealth Management | Fairfield, NJ | Jun 2018 - Aug 2020 | 2 |
Guardian Life Insurance Co Of America | Paramus, NJ | Apr 2018 - May 2018 | < 1 |
Park Avenue Securities | Paramus, NJ | Apr 2018 - May 2018 | < 1 |
Guardian Life Insurnace | New York, NY | Jan 2017 - Mar 2018 | 1 |
Park Avenue Securities | New York, NY | Jan 2017 - Mar 2018 | 1 |
Park Avenue Securities | Saddle Brook, NJ | Aug 2016 - Dec 2016 | < 1 |
Guardian Life Ins | Saddle Brook, NJ | Apr 2016 - Dec 2016 | < 1 |
New Meadowlands Stadium Co LLC | East Rutherford, NJ | Mar 2007 - Mar 2016 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- NJ
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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