East Windsor, NJ Avon Dr Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$784,160,312,190
ClientsTotal clients
1,962,908
AdvisorsAdvisors at this office
3
Of 22,678 advisors across 10,430 offices
Location
685 Avon Dr Ste 3
East Windsor NJ 08520
Advisors at this office
3
Advisors at this office
Jerald A
Series 63, Series 65
East Windsor, NJ
LPL Financial
Jerald Aloof is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2018, following a 15-year tenure at Royal Alliance Associates, Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management along with model portfolios and research.
David M
Series 63, Series 65
East Windsor, NJ
LPL Financial
David Mattos is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He previously worked for Royal Alliance Associates, Inc. for 15 years before joining LPL Financial in 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management and access to model portfolios and research.
Dov A
Series 66
East Windsor, NJ
LPL Financial
Dov Aloof is a financial advisor at LPL Financial with the Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he worked at JL Aloof Financial Services and Think IP Systems, and has a background that includes time at Developers Institute. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources.
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