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
2004
CRD#
6160636
Firm CRD#
8733
Insurance License#
0356033
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Investment Advice & Management, Financial Advice & Consulting, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, 401K Rollovers
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
CRPC®
Securities Licenses
Series 7, Series 65
Insurance and Annuity Licenses
Property, Life, Annuity, Casualty, Variable Life, Long Term Care, Variable Annuity
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Hourly, Based on Assets, Commissions, Flat Fee
Disclosures
FinancialPlanners.net provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). FinancialPlanners.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialPlanners.net cash compensation for these referrals, which creates the incentive for FinancialPlanners.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