Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brett? Claim Your ProfileBrett Coleman Lonergan is a financial advisor with Private Advisor Group, LLC. Brett has been in the industry since August 2013. Brett is registered with the state of Massachusetts and Texas as an Investment Advisor Representative. Brett is a Certified Financial Planner and a Chartered Financial Analyst. Brett is also an owner of Northward Financial Group and operates a financial services practice through that company. Brett's specialties include retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
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NJ
07/26/2024 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
Active
Inactive
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