E3 Financial Group, LLC

E3 Financial Group, LLC (CRD# 128602) is a financial advisory firm headquartered in Haddonfield, NJ. They manage $549,119 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5 Devon Court, Haddonfield, NJ 08033
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $49,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at E3 Financial Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Bruce Nelson, financial advisor Haddonfield NJ
Bruce K. Nelson
CRD#: 1135512
5 Devon Court, Haddonfield, NJ 08033

Bruce Nelson (CRD# 1135512) is an Investment Advisor Representative working at E3 Financial Group, LLC in Haddonfield, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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