Joseph Saffer, financial advisor Manalapan NJ
96 score

Joseph Saffer

CRD Number: 2016398
Current Firm: Lincoln Financial Advisors Corporation

Joseph Saffer (CRD# 2016398) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Manalapan, NJ and has over 26 years of experience in the finance industry. Joseph Saffer 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.

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Professional Designations
Company Name Location Dates Years
Lincoln Financial Advisors Corp. Manalapan, NJ Oct 2007 - Current 9
1st Global Insurance Services Englishtown, NJ May 2007 - Oct 2007 < 1
1st Global Capital Corp. Eatontown, NJ May 2006 - Oct 2007 1
1st Global Advisors, Inc. Eatontown, NJ May 2006 - Oct 2007 1
J.h. Cohn LLP Eatontown, NJ Feb 2006 - Oct 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1990
S66 NASAA Uniform Combined State Law Examination Sep 2001
Contact Info for Joseph T. Saffer
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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