Lbt Wealth Management, LLC
Lbt Wealth Management, LLC (CRD# 155340) is a financial advisory firm headquartered in Iselin, NJ. They manage $7,250,043 in 100 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management7MILLION
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Total Number of Accounts100ACCOUNTS
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Average Account Value$72,500
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ, TX
Financial Advisors at Lbt Wealth Management, LLC
1
Richard Taborda (CRD# 1970810) is an Investment Advisor Representative working at Lbt Wealth Management, LLC in Iselin, NJ and has over 13 years of experience in the finance industry.
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