John Kugel (CRD# 3144960) is an Investment Advisor Representative working at Lpl Financial LLC in Matawan, NJ and has over 25 years of experience in the finance industry.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6381165
A.g.p / Alliance Global Partners
CRD# 2130640
Ameriprise Financial Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Lpl Financial LLC | Matawan, NJ | Jun 2021 - Current | 2 |
Trinity Solar | Wall Township, NJ | Oct 2020 - Jun 2021 | < 1 |
Vision Solar | Blackwood, NJ | Apr 2020 - Sep 2020 | < 1 |
First Financial Equity Corporation | Scottsdale, AZ | Jan 2020 - Mar 2020 | < 1 |
Jd Mellberg | Tucson, AZ | Aug 2019 - Jan 2020 | < 1 |
Unemployed | Matawan, NJ | Feb 2019 - Aug 2019 | < 1 |
Arrow Investment Advisors, LLC | Laurel, MD | Jul 2017 - Feb 2019 | 1 |
Quasar Distributors, LLC | Milwaukee, WI | Jun 2007 - Jun 2017 | 10 |
Alpine Woods Capital Inv/alpine Funds | Purchase, NY | May 2007 - Jun 2017 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 1999 |
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- PA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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