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).
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Total Assets Under Management4,930MILLION
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Total Number of Accounts42,153ACCOUNTS
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Average Account Value$116,966
- 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, VI, VT, WA, WI, WV
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 13 years of experience in the finance industry.
Donald Altomonte (CRD# 1064394) is an Investment Advisor Representative working at Prudential Financial Planning Services in Chester, NJ and has over 19 years of experience in the finance industry.
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.
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.