Eric Kodish
CRD Number: 5873785Current Firm: United Planners' Financial Services Of America A Limited Partner
Eric Kodish (CRD# 5873785) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Moorstown, NJ and has over 12 years of experience in the finance industry. Eric Kodish 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# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Cluckchicken 23 LLC | Mt Airy, MD | Apr 2024 - Current | < 1 |
Moocow 21 LLC | Mt Airy, MD | Apr 2024 - Current | < 1 |
Americ LLC | Mt. Airy, MD | Apr 2024 - Current | < 1 |
Ruffled Feathers South LLC | Loxahatchee, FL | Sep 2021 - Current | 2 |
Ruffled Feathers Horse Farm LLC | Mt. Airy, MD | Oct 2019 - Current | 4 |
Tydev Enterprises LLC | Moorestown, NJ | Jan 2019 - Current | 5 |
Kodish Family LLC | Moorestown, NJ | Jan 2019 - Current | 5 |
Ocean Tax Consultants LLC | Manahawkin, NJ | Nov 2016 - Current | 7 |
360 Financial Services LLC | Moorestown, NJ | Oct 2016 - Current | 7 |
360 Cpa Services LLC | Moorestown, NJ | Oct 2016 - Current | 7 |
United Planners Financial Services | Scottsdale, AZ | Sep 2016 - Current | 7 |
Hadlin, Eric Kodish Cpa | Cherry Hill, NJ | Sep 2004 - Current | 19 |
Ameriprise Financial Services | Moorestown, NJ | Nov 2011 - Sep 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
- NJ
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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