Best Investors Account Sign in
Inactive

Barbara C. Nevils

Sax Wealth Advisors, LLC

Jacksonville, FL

Parsippany, NJ

Claim This Profile
Current Employers
Sax Wealth Advisors, Llc

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-02-01
  • NJ RA
    APPROVED
    Since 2024-02-01

Branch Locations

12574 Flagler Center Blvd Suite 101, Jacksonville, FL 32258 • United States

389 Interpace Parkway Suite 3, Parsippany, NJ 07054 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nevils Financial, Llc Lynnfield MA 09/2005 12/2023
Sax Wealth Advisors, Llc Parsippany NJ 12/2023 Present
Previous Registrations
  • 2005-10-03 → 2024-01-05
    Nevils Financial, Llc
    Wakefield, MA
    Lynnfield, MA
  • 2004-04-15 → 2005-12-31
    Nevils Wood Financial, Llp
    Lynnfield, MA
  • 1999-09-02 → 2004-06-03
    Financial Planning Services
    Lynnfield, MA
Designations

View on SEC IAPD

More in Jacksonville, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor