Halvorson Research Associates LLC

Halvorson Research Associates LLC (CRD# 136718) is a financial advisory firm headquartered in , . They manage $3,099,573 in 10 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $309,957
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NJ

Financial Advisors at Halvorson Research Associates LLC
Showing 1 - 2 of 2 top financial advisors.
1
Janet C. Raphael
CRD#: 4602544
East Rutherford, NJ
96
Wealthminder
score

Janet Raphael (CRD# 4602544) is an Investment Advisor Representative working at Halvorson Research Associates LLC in East Rutherford, NJ and has over 15 years of experience in the finance industry.

2
Erik H. Hughes
CRD#: 5996985
East Rutherford, NJ
90
Wealthminder
score

Erik Hughes (CRD# 5996985) is an Investment Advisor Representative working at Halvorson Research Associates LLC in East Rutherford, NJ and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.