![Carmen Memoli, financial advisor Toms River NJ](/img/ws/profile-blank-sq.png)
Carmen Memoli (CRD# 3053629) is an Investment Advisor Representative working at Avantax Advisory Services in Toms River, NJ and has over 14 years of experience in the finance industry.
![John Hammack, financial advisor Toms River NJ](/img/ws/profile-blank-sq.png)
CRD# 2083423
Main Street Financial Solutions, LLC
![Kevin Kruse, financial advisor Toms River NJ](/img/ws/profile-blank-sq.png)
CRD# 4874990
Prudential Financial Planning Services
![Abraham Ades, financial advisor Toms River NJ](/img/ws/profile-blank-sq.png)
CRD# 6728845
Ades Wealth Management Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Main Street Priority Pac | Toms River, NJ | Dec 2023 - Current | < 1 |
Avantax Advisory Services | Toms River, NJ | Feb 2022 - Current | 2 |
Memoli & Company P.c. | Toms River, NJ | Jan 2019 - Current | 5 |
Avantax Insurance Agency, Inc. | Toms River, NJ | Sep 2013 - Current | 10 |
Berkley Board Of Education | Bayville, NJ | Jul 2011 - Current | 12 |
Toms River Municipal Utilities Authority | Toms River, NJ | Feb 2010 - Current | 14 |
Central Regional School District | Bayville, NJ | Dec 2009 - Current | 14 |
Avantax Investment Services, Inc. | Toms River, NJ | Sep 2009 - Current | 14 |
Bellu Memoli LLC | Toms River, NJ | Jan 2014 - Dec 2020 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2010 |
S65 | NASAA Investment Advisors Law Examination | Feb 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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