Evan Imfeld (CRD# 6337929) is an Investment Advisor Representative working at Private Advisor Group, LLC in Morristown, NJ and has over 9 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Fairfield, NJ | Feb 2015 - Current | 9 |
| Private Advisor Group LLC | Fairfield, NJ | Feb 2015 - Current | 9 |
| John Voigt | Fairfield, NJ | Sep 2014 - Jan 2015 | < 1 |
| Northwestern Mutual Investment Services LLC | Fairfield, NJ | Sep 2014 - Jan 2015 | < 1 |
| John Voigt | Fairfield, NJ | Jun 2014 - Aug 2014 | < 1 |
| Evan Imfeld Photography | Wayne, NJ | Oct 2013 - May 2014 | < 1 |
| Student | Montclair, NJ | Sep 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2014 |
- NJ
-
Total Assets Under Management31,536MILLIONS
-
Total Number of Accounts122,156ACCOUNTS
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Average Account Value$258,160
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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