Lillian Padula-Coscia (CRD# 5063367) is an Investment Advisor Representative working at Prudential Financial Planning Services in Staten Island, NY and has over 17 years of experience in the finance industry. Lillian Padula-Coscia 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# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pruco Securities, LLC | Staten Island, NY | Jun 2019 - Current | 4 |
| Prudential Insurance Company Of America | Staten Island, NY | Jun 2019 - Current | 4 |
| Unemployed | Staten Island, NY | Oct 2017 - Jun 2019 | 1 |
| Mml Investors Services, LLC | Staten Island, NY | Mar 2017 - Sep 2017 | < 1 |
| Metlife Securities Inc. | Staten Island, NY | Oct 2014 - Feb 2017 | 2 |
| Unemployed | Staten Island, NY | Jul 2014 - Sep 2014 | < 1 |
| Burke Financial Strategies | Iselin, NJ | Jun 2011 - Jun 2014 | 3 |
| Raymond James Financial Services Advisors, Inc. | Iselin, NJ | Jan 2009 - Jun 2014 | 5 |
| Raymond James Financial Services, Inc. | Iselin, NJ | Nov 2005 - Jun 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2006 |
- NJ
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Total Assets Under Management16,379MILLIONS
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Total Number of Accounts113,575ACCOUNTS
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Average Account Value$144,211
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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