Nancy Haddock (CRD# 4395877) is an Investment Advisor Representative working at Nbh Investment Management, LLC in Medford, NJ and has over 23 years of experience in the finance industry.
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 1272342
Lpl Financial LLC
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Nbh Investment Management, LLC | Matawan, NJ | Dec 2005 - Current | 18 |
| Wealth Planning & Management, LLC | Indianapolis, IN | Jan 2001 - Current | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2000 |
- NJ
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$1,119,670
- A percentage of assets under your management
- Hourly charges
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
NJ
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