Financial ADVSR advisor directory · SEC adviser records
Oliver Luxxe Assets LLC financial advisors in Gladstone, NJ
Every SEC-registered investment adviser representative at a Oliver Luxxe Assets LLC office in Gladstone, A to Z.
The short answer
4 registered advisors work at Oliver Luxxe Assets LLC in Gladstone, out of 4 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 1 are also registered broker representatives.
Oliver Luxxe Assets LLC advisors in Gladstone, A to Z
Every Oliver Luxxe Assets LLC advisor →- Brad D. JacobsonInvestment adviser rep
- James R. LynchInvestment adviser rep
- Joseph C. TrucanoCertified Financial Planner · Also a broker rep
- Makayla D. VazquezCertified Financial Planner
Oliver Luxxe Assets LLC advisors in every city and state →Oliver Luxxe Assets LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Gladstone
All Gladstone advisors →Cetera Investment Advisers LLC 4Private Client Group Asset Management 4LPL Financial LLC 3
Questions
How many financial advisors does Oliver Luxxe Assets LLC have in Gladstone?
4 investment adviser representatives are registered at Oliver Luxxe Assets LLC offices in Gladstone, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 1 are also registered as broker representatives.
Is Oliver Luxxe Assets LLC one of the largest advisor employers in Gladstone?
Oliver Luxxe Assets LLC ranks number 2 in Gladstone by registered advisors; Cetera Investment Advisers LLC has the most, with 4.
How do I check a Oliver Luxxe Assets LLC advisor in Gladstone?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Oliver Luxxe Assets LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.