Cherry Hill, NJ Kings Highway Office

Team
Updated today

Client AUM

$245,376,655,958

Clients

801,652

Advisors

2

Of 10,209 advisors across 5,115 offices

Location

900 Kings Highway

Cherry Hill NJ 08034

Advisors at this office

2

Advisors at this office

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Mark F

Series 66

Cherry Hill, NJ

Cetera

Mark Fisher is a financial advisor with Cetera Wealth Services, LLC, holding a Series 66 designation and bringing 26 years of industry experience. His prior firms include LPL Financial and Private Advisor Group. Outside of his advisory role, he serves as a senior financial professional at Alloy Silverstein Financial Services, focusing on financial planning and retirement solutions. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and advisory services through a multi-manager platform, providing access to affiliated and third-party managers with both discretionary and non-discretionary account options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Heather S

Series 63, Series 66

Cherry Hill, NJ

Cetera

Heather Sherrill is a financial advisor with Cetera in Cherry Hill, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her prior roles include eight years at Lincoln Financial Advisors Corporation and positions with Avantax entities. She has also worked as a tutor with the New Jersey Tutoring Corps and at Pitman High School. Cetera Investment Advisers LLC provides a nationwide platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through various program structures and affiliated managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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