Ic Advisory Services, Inc.

Ic Advisory Services, Inc. (CRD# 140190) is a financial advisory firm headquartered in Bedminster, NJ. They manage $811,779,066 in 3,745 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    812
    MILLION
  • Total Number of Accounts
    3,745
    ACCOUNTS
  • Average Account Value
    $216,763
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
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.

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

Financial Advisors at Ic Advisory Services, Inc.
Showing 1 - 10 of 170 top financial advisors.
1
James E. Benning
CRD#: 1129515
224 Fairview Ave, Middlesex, NJ 08846
100
Wealthminder
score
James Benning (CRD# 1129515) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Middlesex, NJ and has over 27 years of experience in the finance industry.
2
James G. Williams
CRD#: 2922913
930 Red Rose Court, Suite 200, Lancaster, PA 17601
100
Wealthminder
score

James Williams (CRD# 2922913) is an Investment Advisor Representative working at Ic Advisory Services, Inc. and a Registered Representative with The investment Center, Inc., a broker-dealer firm, in Lancaster, PA and has over 16 years of experience as an advisor and financial planner.

 

It can be hard to find the right financial advisor to work with. For sixteen years we have served the needs and wants of a diverse group of individuals, families, partners, business owners and their employees, both in the public and private sectors. 

 

We do this by first getting to know our client's history with money and the decisions that have led them to where they are today. Furthermore, we help them identify their strengths, challenges and opportunities, personal and financial, and then draw out a roadmap for present, intermediate and longer term goals that they would like to accomplish to make their lives better; this is the essence of personal financial planning.

 

Once their roadmap or plan is created and delivered, a specific guide or "Next Steps", is discussed with the client as well as an investment strategy that is unique to their desired goals. Their best interests are always behind every financial recommendation made. 

 

There are some matters that are best left to outside experts in law and tax and, through our network, we are able to refer our clients to those professionals who follow the same, client-centered principles, that is at the heart of our practice. For more information, please contact us at: 800-735-1220.

Licensed in these states: RIA/Securities: PA,VA,MD,TN,UT Insurance: PA,VA,MD

3
Susan L. Arnette
CRD#: 1908445
590 Snyder Avenue, West Chester, PA 19382
96
Wealthminder
score

Susan Arnette (CRD# 1908445) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in West Chester, PA and has over 27 years of experience in the finance industry.

4
David A. Bobrowsky
CRD#: 4595722
350 Main Street, Suite 3b, Bedminster, NJ 07921
96
Wealthminder
score

David Bobrowsky (CRD# 4595722) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 13 years of experience in the finance industry. David Bobrowsky 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.

5
John W. Broderick
CRD#: 2143689
37 Dumont Road, Far Hills, NJ 07931
96
Wealthminder
score

John Broderick (CRD# 2143689) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Far Hills, NJ and has over 22 years of experience in the finance industry.

6
Ernest L. Camilleri
CRD#: 1063484
175 Fairfield Avenue, Suite 1b, Caldwell, NJ 07006
96
Wealthminder
score

Ernest Camilleri (CRD# 1063484) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Caldwell, NJ and has over 29 years of experience in the finance industry.

7
Paul V. Clough
CRD#: 4557997
1420 Route 206 North, Suite 210, Bedminster, NJ 07921
96
Wealthminder
score

Paul Clough (CRD# 4557997) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Bedminster, NJ and has over 13 years of experience in the finance industry. Paul Clough 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.

8
Joyce M. Cool
CRD#: 4010280
603 Post Office Road, Suite 106 B, Waldorf, MD 20602
96
Wealthminder
score

Joyce Cool (CRD# 4010280) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Waldorf, MD and has over 17 years of experience in the finance industry.

9
Christian N. Deluca
CRD#: 1936676
Toms River, NJ
96
Wealthminder
score

Christian Deluca (CRD# 1936676) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Toms River, NJ and has over 26 years of experience in the finance industry. Christian Deluca 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.

10
William R. Driscoll
CRD#: 2894833
25 Sheridan Drive, Plymouth, MA 02360
96
Wealthminder
score

William Driscoll (CRD# 2894833) is an Investment Advisor Representative working at Ic Advisory Services, Inc. in Plymouth, MA and has over 19 years of experience in the finance industry. William Driscoll 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.

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