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
CRD#
5023056
Firm CRD#
5685
Name of Broker/Dealer
PRUCO SECURITIES, LLC.
Years of Experience in Financial Services
11
Number of Years with Current Firm
11
Work Experience
11 Years with Prudential Advisors, CFP® I treat my clients with white glove service and attention! I look forward to meeting with you.
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 6, Series 7, Series 63, Series 65
Firm Information
Advisor's Number of Clients
400
Advisor's Number of Managed Clients
400
Advisor's Number of Planning Clients
75
Assets Managed by Advisor
100,000,000
Disclosures
Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.
Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.
The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf