George Gotthold (CRD# 4460519) is an Investment Advisor Representative working at Park Piedmont Advisors LLC in Waretown, NJ and has 1 year of experience in the finance industry. George Gotthold 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# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 4232357
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| George J Gotthold, Jr., Cpa, Pc | Waretown, NJ | Jan 2019 - Current | 5 |
| Park Piedmont Advisors LLC | Waretown, NJ | Feb 2005 - Current | 19 |
| Ciccone, Gotthold & Koseff, Pc | Ship Bottom, NJ | Jan 1995 - Dec 2018 | 23 |
- NJ
-
Total Assets Under Management862MILLIONS
-
Total Number of Accounts1,498ACCOUNTS
-
Average Account Value$575,413
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CT, DC, FL, IL, MA, MD, ME, NH, NJ, NY, TX, VT
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