Jeffrey Fine, financial advisor Washington PA

Jeffrey Fine

CRD Number: 4589766
Current Firm: Money Concepts Advisory Service

Jeffrey Fine (CRD# 4589766) is an Investment Advisor Representative working at Money Concepts Advisory Service in Washington, PA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp. Palm Beach Gardens, FL Sep 2002 - Current 21
Accountmaster Washington, PA Nov 2001 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Oct 2008
Contact Info for Jeffrey L. Fine
Phone Number: 561-472-2000
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    2,904
    MILLIONS
  • Total Number of Accounts
    14,363
    ACCOUNTS
  • Average Account Value
    $202,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Other
Types of Clients
Registered States

VI

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