Irving IsaacsonCRD Number: 1947009
Current Firm: Mjm401k, LLC
Irving Isaacson (CRD# 1947009) is an Investment Advisor Representative working at Mjm401k, LLC in Phoenix, AZ and has over 15 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, LLC
|Mjm401k, LLC||Phoenix, AZ||May 2007 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2003|
|S65||NASAA Investment Advisors Law Examination||Aug 2007|
Total Assets Under Management417MILLIONS
Total Number of Accounts18ACCOUNTS
Average Account Value$23,177,778
- Hourly charges
- Fixed fees (other than subscription fees)
- Pension consulting services
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