Michael Oberdorf (CRD# 3123863) is an Investment Advisor Representative working at Commonwealth Financial Network in Sea Girt, NJ and has over 7 years of experience in the finance industry.
CRD# 4232357
Lpl Financial LLC
CRD# 5636141
Equitable Advisors, LLC
CRD# 1783739
Prosperity Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Commonwealth Financial Network | Waltham, MA | Feb 2017 - Current | 7 |
| Regal Securities, Inc. | Sea Girt, NJ | Sep 2016 - Feb 2017 | < 1 |
| Unemployed | Freehold, NJ | Aug 2016 - Aug 2016 | < 1 |
| Mariner Investment Group | New York, NY | Feb 2014 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2016 |
- NJ
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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