Financial advisors in Union, NJ

21 advisors

Anthony Calabrese
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Luis Dacosta
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Olivia Jung
Financial advisor at Equitable Advisors, LLC
Equitable Advisors, LLC · $47.26B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Ronald Carvalho
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Sunsierre Atkinson
Financial advisor at Team Financial Planning
Team Financial Planning · $3.8M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
David Douglas
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Derly Jean
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Gyssel Materon Arboleda
Financial advisor at Santander Securities
Santander Securities · $3.14B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jelani Ptah
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Wesley
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Jonelle McEachern
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Kenneth Bryant
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Kevin Greene
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Mark Pita
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Faughnan
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Michael Stigliano
Financial advisor at Td Private Client Wealth LLC
Td Private Client Wealth LLC · $8.57B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Nathalie Alfred
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Reuel Field
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Simone Ibarrondo
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
View page Check on SEC IAPD ↗
Virginia Guanco-Villanueva
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗
Wiener Nivose
Financial advisor at Primerica Advisors
Primerica Advisors · $15.54B AUM
Verified
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Union, NJ

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Union, NJ.

How this list works

Before you hire an advisor in Union, NJ