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).
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Total Assets Under Management5,161MILLION
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Total Number of Accounts41,530ACCOUNTS
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Average Account Value$124,275
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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
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.
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.
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.
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.
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.
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.