Northstar Investment Advisory LLC
Northstar Investment Advisory LLC (CRD# 315965) is a financial advisory firm headquartered in West Hollywood, CA. They serve the financial needs of clients across 42 states (or territories).
-
Total Assets Under Management0MILLION
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
Candida Diaz (CRD# 7532338) is an Investment Advisor Representative working at Northstar Investment Advisory LLC in Bronx, NY and has over 2 years of experience in the finance industry. Candida Diaz 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.
Erin Donahue (CRD# 7532348) is an Investment Advisor Representative working at Northstar Investment Advisory LLC in Morris Plains, NJ and has 1 year of experience in the finance industry. Erin Donahue 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.
Shannon Fleener (CRD# 7553763) is an Investment Advisor Representative working at Northstar Investment Advisory LLC in San Diego, CA and has 1 year of experience in the finance industry. Shannon Fleener 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.
Melanie Hardie (CRD# 7532357) is an Investment Advisor Representative working at Northstar Investment Advisory LLC in East Bethel, MN and has 1 year of experience in the finance industry. Melanie Hardie 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.
Gene Thompson (CRD# 6382854) is an Investment Advisor Representative working at Northstar Investment Advisory LLC in Brockport, NY and has over 7 years of experience in the finance industry. Gene Thompson 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.