Dennis O'brien (CRD# 1414218) is an Investment Advisor Representative working at Coastal Financial Advisors, Inc. in Farmingdale, NJ and has over 20 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coastal Financial Advisors, Inc. | Farmingdale, NJ | Apr 2004 - Current | 20 |
| Coastal Business Services, LLC | Farmingdale, NJ | Apr 2004 - Current | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
- NJ
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$212,318
- 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
- Other
NJ
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