Erin Fago (CRD# 7325471) is an Investment Advisor Representative working at Eagle Wealth Strategies in West Deptford, NJ and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Eagle Wealth Strategies LLC | West Deptford, NJ | Mar 2023 - Current | 1 |
Raymond James Financial Services Advisors, Inc. | West Deptford, NJ | Nov 2022 - Mar 2023 | < 1 |
Raymond James Financial Services Inc. | West Deptford, NJ | Jun 2022 - Mar 2023 | < 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington, NJ | Jan 2021 - May 2022 | 1 |
Marine Equipment & Supply Company | West Deptford, NJ | May 2020 - Dec 2020 | < 1 |
Beachwood At The Dunes (mrg Liquors) | Sea Isle City, NJ | Jun 2020 - Sep 2020 | < 1 |
Unemployed | Deptford, NJ | Oct 2019 - May 2020 | < 1 |
Beachwood At The Dunes (mrg Liquors) | Sea Isle City, NJ | Apr 2019 - Oct 2019 | < 1 |
Unemployed | Deptford, NJ | Oct 2018 - Apr 2019 | < 1 |
Doc Magrogan's Oyster House (mrg Liquors) | Sea Isle City, NJ | May 2018 - Oct 2018 | < 1 |
Harvest Seasonal Grill And Wine Bar | Moorestown, NJ | Jul 2017 - May 2018 | < 1 |
Vino Volo | Philadelphia, PA | Oct 2016 - Jun 2017 | < 1 |
The Wine Cellar At Harry's (montreal Resort) | Cape May, NJ | May 2016 - Oct 2016 | < 1 |
Artex Knitting Mills | Westville, NJ | Feb 2015 - May 2016 | 1 |
Brio Italian Grill | Cherry Hill, NJ | Aug 2015 - Oct 2015 | < 1 |
Stefano's Pizza | Mt. Laurel, NJ | Jan 2015 - Mar 2015 | < 1 |
Ups | Lawnside, NJ | Nov 2014 - Jan 2015 | < 1 |
Applebee's Bar And Grill | Audubon, NJ | Feb 2012 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2021 |
S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- NJ
-
Total Assets Under Management498MILLIONS
-
Total Number of Accounts1,709ACCOUNTS
-
Average Account Value$291,573
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
DE, FL, MD, NC, NJ, PA, TX, VA
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