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Robert G Spadaford

Princeton Global Asset Management LLC

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About Robert G Spadaford

Robert Spadaford is a registered representative and investment advisor representative with Princeton Global Asset Management LLC. Robert is a licensed insurance agent and has experience in the financial industry since 2006. Robert has held positions with CFWP Securities, LLC, Park Avenue Securities LLC, and AXA Advisors, LLC. Princeton Global Asset Management LLC is a registered investment advisor that provides financial planning, pension consulting, educational seminars, and portfolio management for individuals.

Firm Information

Robert Spadaford is currently registered with Princeton Global Asset Management LLC. Princeton Global Asset Management LLC is an investment advisory firm headquartered in Princeton, New Jersey. The firm has 3 licensed agents and 13 investment advisor representatives. They provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals and high net worth individuals, as well as pension and profit sharing plans. The firm manages approximately $605,788,806 in assets, with $579,370,537 of that managed discretionarily.
Princeton Global Asset Management LLC

17 HULFISH STREET

PRINCETON, NJ 08542

$605.79M

Assets Under Management

Not reported

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Robert Spadaford’s Registration & Firm History

NJ

09/18/2017 - Present

Princeton Global Asset Management LLC (PRINCETON NJ)

NY

09/19/2016 - 07/12/2017

CFWP SECURITIES, LLC (NEW YORK NY)

PA

11/19/2013 - 06/15/2016

PARK AVENUE SECURITIES LLC (WAYNE PA)

PA

02/17/2006 - 11/07/2013

AXA ADVISORS, LLC (BALA CYNWYD PA)

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Licenses & Designations

BOTH

Issued 01/30/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/12/2017

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert G Spadaford.
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