Colin Dalton (CRD# 7582069) is an Investment Advisor Representative working at Redwood Financial Planning, LLC in Scotch Plains, NJ and has 1 year of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Redwood Financial Planning | Scotch Plains, NJ | Jul 2023 - Current | < 1 |
| Loyola University Maryland | Baltimore, MD | Sep 2019 - Jun 2023 | 3 |
| Huntley Taverne | Summit, NJ | May 2022 - Aug 2022 | < 1 |
| Mountainview Roofing | Summit, NJ | May 2021 - Dec 2021 | < 1 |
| Ymca | Summit, NJ | Jun 2016 - Aug 2019 | 3 |
| Summit High School | Summit, NJ | Aug 2015 - Jun 2019 | 3 |
| Unemployed | Summit, NJ | Jun 2015 - Aug 2015 | < 1 |
| Lcj Summit Middle School | Summit, NJ | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- NJ
-
Total Assets Under Management175MILLIONS
-
Total Number of Accounts1,205ACCOUNTS
-
Average Account Value$144,907
- 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
- Selection of other advisers (including private fund managers)
CA, FL, MD, NC, NJ, NY, PA, SC, TN, TX, VA, WA
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