Woodcliff Lake, NJ Tice Blvd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,678 advisors across 10,430 offices

Location

300 Tice Blvd, Suite 117

Woodcliff Lake NJ 07677

Advisors at this office

2

Advisors at this office

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Ruben B

Series 66

Woodcliff Lake, NJ

LPL Financial

Ruben Bakhash is a financial advisor with LPL Financial in Woodcliff Lake, NJ, holding a Series 66 designation and 26 years of industry experience. He has been affiliated with LPL Financial since 1998 and has taught finance and CFP-related courses at Fairleigh Dickinson University since 2005. In addition to his advisory work, he is licensed as an independent insurance agent selling fixed annuities and has experience as a mortgage broker. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations nationwide. The firm offers a wide range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Joshua B

Series 66

Woodcliff Lake, NJ

LPL Financial

Joshua Bakhash is a financial advisor with LPL Financial in Woodcliff Lake, NJ, holding a Series 66 license and 18 years of industry experience. He has been with LPL Financial since 2007. Outside of his advisory role, he maintains a real estate license with Re/Max in New Jersey but is not actively involved in commercial or residential real estate. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management with access to model portfolios and research.

College savings (529s, UTMA, etc.)
View complete list of advisors at this office
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