Abigail Laufer (CRD# 1848343) is an Investment Advisor Representative working at Wj Financial Advisors, LLC in New York, NY and has over 18 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wj Financial Advisors, LLC | Killingworth, CT | Mar 2016 - Current | 8 |
| Laufer Consulting, LLC | New York, NY | Mar 2011 - Current | 13 |
| Virid Capital, LLC | New York, NY | Sep 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2016 |
- CT
-
Total Assets Under Management145MILLIONS
-
Total Number of Accounts209ACCOUNTS
-
Average Account Value$694,475
- A percentage of assets under your management
- Hourly charges
- 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
CT, FL, MA, MD, NH, NY, PA
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