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Bel Air, MD 21014
443-994-9202
About Prudential
Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.
We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.
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General Information
Firm Start Year
1926
CRD#
4198119
Firm CRD#
8733
Years of Experience in Financial Services
18
Number of Years with Current Firm
8
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Tax Advice and Services, Insurance Products & Annuities
Services
Investment Types
Alternative Investments, Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Mortgages & Real Estate, Mutual Funds, Options & Futures, Commodities, Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Phone, Email, Our Office, Video Conference, Our Offices
Compliance
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66, Series 65, Series 7, Series 63
Insurance and Annuity Licenses
Annuity, Life, Variable Annuity, Variable Life, Long Term Care
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Flat Fee
Disclosures
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LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf