Prudential Financial Planning Services

Prudential Financial Planning Services (CRD# 5685) is a financial advisory firm headquartered in Newark, NJ. They manage $4,930,481,877 in 42,153 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,930
    MILLION
  • Total Number of Accounts
    42,153
    ACCOUNTS
  • Average Account Value
    $116,966
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, VI, VT, WA, WI, WV

Financial Advisors at Prudential Financial Planning Services
Showing 1 - 10 of 1,525 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 13 years of experience in the finance industry.

8
Donald J. Altomonte
CRD#: 1064394
1 Mill Ridge Lane, Suite 103, Chester, NJ 07930
96
Wealthminder
score

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

9
Phillip A. Augustine
CRD#: 1104189
2654 Spring Arbor Road, Jackson, MI 49203
96
Wealthminder
score

Phillip Augustine (CRD# 1104189) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jackson, MI and has over 34 years of experience in the finance industry.

10
Peter G. Bahner
CRD#: 1400143
3000 Town Center, Suite 2130, Southfield, MI 48075
96
Wealthminder
score

Peter Bahner (CRD# 1400143) is an Investment Advisor Representative working at Prudential Financial Planning Services in Southfield, MI and has over 24 years of experience in the finance industry.

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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.