Neil Grossman (CRD# 4748270) is an Investment Advisor Representative working at Indfin LLC in Livingston, NJ and has over 22 years of experience in the finance industry. Neil Grossman 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# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Indfin LLC | Livingston, NJ | Jan 2014 - Current | 10 |
| Gb Associates LLC | Livingston, NJ | Jan 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2001 |
- NJ
- TX
-
Total Assets Under Management119MILLIONS
-
Total Number of Accounts160ACCOUNTS
-
Average Account Value$743,418
- 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
FL, NJ, TX
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