Steven Linden (CRD# 2084670) is an Investment Advisor Representative working at Alliance Wealth Management Group, LLC in Flemington, NJ and has over 29 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alliance Wealth Management Group, LLC | Flemington, NJ | Sep 2014 - Current | 9 |
| Alliance Accounting Group | Flemington, NJ | Sep 2014 - Current | 9 |
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2014 - Current | 9 |
| Prestige Wealth Services Group | Flemington, NJ | Mar 2013 - Sep 2014 | 1 |
| Triad Advisors, Inc. | Norcross, GA | Nov 2011 - Sep 2014 | 2 |
| Prestige Wealth Management Group | Pennington, NJ | Feb 1995 - Sep 2014 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2002 |
- NJ
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Total Assets Under Management363MILLIONS
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Total Number of Accounts1,046ACCOUNTS
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Average Account Value$347,480
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, GA, LA, MA, NC, NH, NJ, NY, PA, SC, TN, TX
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