Andrew Alter (CRD# 6001039) is an Investment Advisor Representative working at Forum Financial Management, LP in Manalapan, NJ and has 1 year of experience in the finance industry. Andrew Alter 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# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forum Financial Management, LP | Lombard, IL | Feb 2022 - Current | 2 |
| Alter Financial Group, LLC | Manalapan, NJ | Jan 2014 - Current | 10 |
| Alter Wealth Management, LLC | Manalapan, NJ | Nov 2011 - Dec 2022 | 11 |
- LA
- NJ
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Total Assets Under Management8,531MILLIONS
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Total Number of Accounts21,698ACCOUNTS
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Average Account Value$393,183
- A percentage of assets under your management
- 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
- Pension consulting services
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