Prudential Financial Planning Services

Prudential Financial Planning Services (CRD# 5685) is a financial advisory firm headquartered in Newark, NJ. They manage $5,161,160,095 in 41,530 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,161
    MILLION
  • Total Number of Accounts
    41,530
    ACCOUNTS
  • Average Account Value
    $124,275
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Prudential Financial Planning Services
Showing 1 - 10 of 1,988 top financial advisors.
1
Tan M. Phan
CRD#: 5965365
180 Montgomery Street, Suite 1900, San Francisco, CA 94104
103
Wealthminder
score

Tan Phan (CRD# 5965365) is an Investment Advisor Representative working at Prudential Financial Planning Services in San Francisco, CA and has over 5 years of experience in the finance industry.

 

https://www.prudential.com/financial-advisors/ca/sanfrancisco/tan-phan

2
James LaFemina, ChFC
CRD#: 5660604
8000 South Chester Street, Suite 325 Rroc, Englewood, CO 80112
100
Wealthminder
score

James LaFemina, ChFC (CRD# 5660604) is an Investment Advisor Representative working at Prudential Financial Planning Services in Englewood, CO and has over 7 years of experience in the finance industry.

 

James LaFemina, ChFC prepares retirement plans, wealth management, Life insurance solutions, Long term and chronic care protection, rollovers and retirement income planning.

3
Anders E. Bergh
CRD#: 5812169
950 Trade Center Way, Suite 325, Portage, MI 49002
98
Wealthminder
score
Anders Bergh (CRD# 5812169) is an Investment Advisor Representative working at Prudential Financial Planning Services in Portage, MI and has over 5 years of experience in the finance industry.
4
James F. Joyce
CRD#: 5677869
17 Dartmouth Rd., Wilmington, DE 19808
98
Wealthminder
score
James Joyce (CRD# 5677869) is an Investment Advisor Representative working at Prudential Financial Planning Services in Newark, DE and has over 7 years of experience in the finance industry.
5
Joshua M. Loggins
CRD#: 5274836
134 Executive Drive, Suite 2, Lafayette, IN 47905
98
Wealthminder
score
Joshua Loggins (CRD# 5274836) is an Investment Advisor Representative working at Prudential Financial Planning Services in Lafayette, IN and has over 8 years of experience in the finance industry.
6
Charles E. Madison
CRD#: 4247138
3200 North Central Avenue, Suite 600, Phoenix, AZ 85012
98
Wealthminder
score

Charles Madison (CRD# 4247138) is an Investment Advisor Representative working at Prudential Financial Planning Services in Phoenix, AZ and has over 15 years of experience in the finance industry.  Also fluent in Life Insurance and Annuities.

7
Shane P. Mayeux
CRD#: 4748339
Heritage Plaza, 111 Veterans Blvd, Suite 725, Metairie, LA 70005
98
Wealthminder
score

Shane Mayeux (CRD# 4748339) is an Investment Advisor Representative working at Prudential Financial Planning Services in Metairie, LA and has over 14 years of experience in the finance industry.

8
Donald J. Altomonte
CRD#: 1064394
15303 Ventura Boulevard, Suite 1550, Sherman Oaks, CA 91403
96
Wealthminder
score

Donald Altomonte (CRD# 1064394) is an Investment Advisor Representative working at Prudential Financial Planning Services in Sherman Oaks, CA and has over 20 years of experience in the finance industry.

9
Russell M. Anderson
CRD#: 1336279
250 S Australian Avenue, Suite 1300, West Palm Beach, FL 33401
96
Wealthminder
score

Russell Anderson (CRD# 1336279) is an Investment Advisor Representative working at Prudential Financial Planning Services in West Palm Beach, FL and has over 18 years of experience in the finance industry. Russell Anderson 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
Oliver G. Arnold
CRD#: 5654461
303 International Circle, Suite 105, Hunt Valley, MD 21030
96
Wealthminder
score

Oliver Arnold (CRD# 5654461) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hunt Valley, MD and has over 8 years of experience in the finance industry.

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