Best Investors
Account
Sign in
Best Investors
Account
Sign in
The Financial Planning Answerplace, LLC CRD 159932
30 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
475 Wall Street, Princeton, NJ 08540 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2012-07-10 |
Branch Locations
475 Wall Street, Princeton, NJ 08540 • United States
120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2008-07-29 |
| PA | RA | APPROVED | 2008-07-29 |
Branch Locations
120 Eagle Rock Avenue Suite 230, East Hanover, NJ 07936 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eks Associates, Llc | Princeton | NJ | 10/2000 | Present |
| The Financial Planning Answerplace, Llc | Princeton | NJ | 06/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-28 |
Reach out to this advisor