Clarke Hedrick (CRD# 4547813) is an Investment Advisor Representative working at Pivotal Financial Services, Inc. in Whitehouse Station, NJ and has 1 year of experience in the finance industry. Clarke Hedrick 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# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pivotal Financial Services Inc. | Commack, NY | Feb 2007 - Current | 17 |
- NJ
- NY
-
Total Assets Under Management30MILLIONS
-
Total Number of Accounts13ACCOUNTS
-
Average Account Value$2,277,359
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Publication of periodicals or newsletters
NJ, NY
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