Francis Noonan (CRD# 1147578) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Cedar Knolls, NJ and has over 36 years 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 |
|---|---|---|---|
| Francis Noonan-sole Prop Dba Personal Financial Specialists | Cedar Knolls, NJ | Jan 1999 - Current | 25 |
| Cadaret, Grant & Company, Inc. | Cedar Knolls, NJ | Dec 1991 - Current | 32 |
| Bauman, Noonan And Associates (self) | Parsippany, NJ | Jan 1991 - Current | 33 |
| American United Life Insurance Company | Indianapolis, IN | Sep 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1987 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1998 |
- NJ
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Total Assets Under Management6,873MILLIONS
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Total Number of Accounts25,405ACCOUNTS
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Average Account Value$270,550
- 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
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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