Anne PomfretCRD Number: 1863480
Current Firm: Prudential Financial Planning Services
Anne Pomfret (CRD# 1863480) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lutz, FL and has over 17 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|The Prudential Insurance Company Of America||Lutz, FL||May 1990 - Current||27|
|Pruco Securities, LLC||Lutz, FL||May 1990 - Current||27|
|Malliford Mis||Tampa, FL||Apr 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||Dec 2000|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV