Shore Financial Planning

Shore Financial Planning (CRD# 299824) is a financial advisory firm headquartered in Monmouth Beach, NJ. They manage $39,221,925 in 233 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
29 Beach Road, Suite 206, Monmouth Beach, NJ 07750
http://shorefp.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $168,334
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Shore Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Lucas Carey, financial advisor Monmouth Beach NJ
Lucas R. Carey
CRD#: 5789644
29 Beach Road, Suite 206, Monmouth Beach, NJ 07750

Lucas Carey (CRD# 5789644) is an Investment Advisor Representative working at Shore Financial Planning in Monmouth Beach, NJ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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