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Warrington, PA 18976
267-477-2040
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.
See Disclosures
General Information
Firm Start Year
CRD#
3049751
Firm CRD#
8733
Work with the following types of clients
Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided
401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Retirement Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management
Services
Investment Types
Stocks, Bonds, Options & Futures, Mutual Funds, Annuities, Alternative Investments, Exchange Traded Funds (ETFs), Insurance, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Your Office, Your Home, Our Offices
Compliance
Registered Representative
Yes
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
CLU®, ChFC®
Securities Licenses
Series 6, Series 7, Series 66, Series 63, Series 26
Insurance and Annuity Licenses
Life, Variable Annuity, Long Term Care, Variable Life, Disability, Annuity, Accident, Casualty, Health
Compensation and Fees
Compensation Methods
Based on Assets, Flat Fee, Commissions
Disclosures
RetirementPlanning.net provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.
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