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Chris H Naum

IC Advisory Services, Inc.

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About Chris H Naum

Chris H. Naum is a registered investment advisor representative (IAR) with IC Advisory Services, Inc. He is also a registered representative of the firm. Chris has been in the financial industry since November 20, 1994. He holds a Series 7, Series 24, Series 63 and Series 65 licenses. Chris has a background in real estate and is active in various business ventures.

Firm Information

Chris Naum is currently registered with IC Advisory Services, Inc.. IC Advisory Services, Inc. is an investment advisory firm headquartered in Bedminster, NJ. The firm manages over $2.14 billion in assets for individuals, corporations, charitable organizations, and pension plans. They offer a variety of services, including financial planning, pension consulting, and portfolio management.
IC Advisory Services, Inc.

1420 ROUTE 206 NORTH

BEDMINSTER, NJ 07921

$2.14B

Assets Under Management

290

Total Clients

195

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Chris Naum’s Registration & Firm History

NJ

05/16/2021 - Present

IC Advisory Services, Inc. (BEDMINSTER NJ)

NJ

12/16/2005 - 12/31/2011

INVESTORS CAPITAL CORP. (MAHWA NJ)

NJ

03/29/1995 - 12/31/2005

LOMBARD SECURITIES INCORPORATED (HAMWAH NJ)

CA

09/12/1994 - 01/19/1995

MONTANO SECURITIES CORPORATION (ORANGE CA)

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Licenses & Designations

IA

Issued 12/19/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/21/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Chris H Naum.
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