CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lexco Wealth Management, Inc. | Tarrytown, NY | Dec 2017 - Current | 6 |
| Lpl Financial LLC | Tarrytown, NY | Nov 2017 - Current | 6 |
| National Planning Corporation | Tarrytown, NY | Oct 2014 - Nov 2017 | 3 |
| Metlife Securities Inc. | Elmsford, NY | Sep 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2015 |
- NJ
- NY
- TX
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
-
Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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
Securities and advisory services offered through NPC of America (NPCOA) Member FINRA/SIPC, a Registered Investment Advisor. Additional advisory services offered through LEXCO Wealth Management, Inc., a Registered Investment Advisor. LEXCO Wealth Management, Inc. and NPC are separate and unrelated companies.
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