| Advisor Profile |
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| Registered Representative, Securities offered
through Cambridge Investment Research, Inc., a
Broker/Dealer, Member FINRA/SIPC and Investment
Advisor Representative, Cambridge Investment
Research Advisors, Inc., a Registered
Investment Advisor. Allied Financial
Consultants, LLP and Cambridge are not
affiliated. |
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About Allied Financial Consultants, LLP |
Allied Financial Consultants, LLP is a comprehensive financial
services firm committed to helping our clients improve their
long-term financial success. Our mission is to provide our
clients with the financial advice, information, tools, and
services that, in light of all the information available, we
would provide for ourselves. We strive to deliver a fully
integrated, professional, financial experience where clients
benefit from a team approach to their tax, investment,
insurance, retirement, estate, and financial planning needs.
Our unique approach consists of collaborating with you, our in-
house team of Financial and CPA Professionals, and your other
outside advisors. Through these relationships, we are able to
offer a more comprehensive service and help protect you from
unexpected events that a single advisor may overlook. Working as
your Team, you can feel comfortable contacting any member of our
team for help or guidance. We are dedicated to serving and
helping you attain your financial goals. |
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General Information |
| Years of Experience in Financial Services: |
18
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| States Licensed in: |
PA, NJ
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| Name of Custodial Firm: |
Pershing, LLC
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| Number of Years with Current Firm: |
7
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| Work with the following types of clients: |
Businesses, Individual Investors
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| Name of Broker/Dealer: |
Cambridge Investment Research
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| States Willing to do Business in: |
Doylestown,Lambertville,Langhorne,New Hope,Philadelphia,Princeton,Princeton Junction,Richboro,Washington Crossing,Wrightstown
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| Advisory Services Provided: |
Education Funding and Planning, Retirement Planning, Financial Advice & Consulting
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Services |
| Investment Types: |
Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Phone, Our Office, Video Conference
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF)
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| Securities Licenses: |
Series 7, Series 24, Series 63, Series 65
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| Insurance and Annuity Licenses: |
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability
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Compensation and Fees |
| Compensation Methods: |
Based on Assets
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| Minimum Portfolio Size for New Managed Accounts: |
$50,000
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