Private Advisor Group, LLC
Private Advisor Group, LLC (CRD# 155216) is a financial advisory firm headquartered in Morristown, NJ. They manage $31,535,760,181 in 122,156 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management31,536MILLION
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Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, WY
Justin Buttrick (CRD# 5625453) is founder/president of Vision Wealth Advisors in Lewisburg, PA and has over 12 years of experience in the finance industry.
Shane Adkins (CRD# 5991010) is an Investment Advisor Representative working at Private Advisor Group, LLC in Springfield, IL and has over 12 years of experience in the finance industry. Shane Adkins 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.
Jonathon Allen (CRD# 6231040) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 7 years of experience in the finance industry. Jonathon Allen 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.
Ener Almanza (CRD# 5884988) is an Investment Advisor Representative working at Private Advisor Group, LLC in East Lansing, MI and has over 7 years of experience in the finance industry.
Mark Alpert (CRD# 3173762) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 24 years of experience in the finance industry.
Lucas Anderson (CRD# 6692401) is an Investment Advisor Representative working at Private Advisor Group, LLC in Plymouth, MN and has over 7 years of experience in the finance industry.
Philip Anderson (CRD# 3088759) is an Investment Advisor Representative working at Private Advisor Group, LLC in Minneapolis, MN and has over 25 years of experience in the finance industry.
Richard Anderson (CRD# 1738184) is an Investment Advisor Representative working at Private Advisor Group, LLC in Fort Myers, FL and has over 36 years of experience in the finance industry.
Robert Anderson (CRD# 1033751) is an Investment Advisor Representative working at Private Advisor Group, LLC in Great Bend, KS and has over 41 years of experience in the finance industry.
Raymond Angelo (CRD# 4993543) is an Investment Advisor Representative working at Private Advisor Group, LLC in Clark, NJ and has over 16 years of experience in the finance industry. Raymond Angelo 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.