Michael Carlucci, financial advisor Freehold NJ

Michael Carlucci

MJC Advanced Financial Strategies, LLC

CRD Number: 2309517
Current Firm: Independent Financial Group, LLC

Michael Carlucci (CRD# 2309517) is an Investment Advisor Representative working at Independent Financial Group, LLC in Freehold, NJ and has over 25 years of experience in the finance industry. Michael Carlucci 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 putclients' interests first and comply with the Financial Planning Practice Standards.

                                                     www.MyPlanStartsToday.com 

 

 

Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA SIPC. MJC and IFG are unaffiliated entities Licensed to sell securities in the following states: FL, NJ & NY 

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Professional Designations
Company Name Location Dates Years
Independent Financial Group San Diego, CA Apr 2009 - Current 14
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2005
S63 Uniform Securities State Law Examination Mar 1993
Contact Info for Michael J. Carlucci
Phone Number: 858-436-3180
Advisor Website:
Firm Website: https://www.ifgsd.com
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    5,978
    MILLIONS
  • Total Number of Accounts
    27,435
    ACCOUNTS
  • Average Account Value
    $217,900
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Firm Disclaimer:

Registered Principal offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA SIPC. MJC and IFG are unaffiliated entities
 

Licensed to sell securities in the following states: FL, NJ & NY 

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