ER
ER

Eva Marie Rullo

28 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,780 clients
Average Client Portfolio
$288K average
Assets Under Management
$799.6M

Fee Structure

Minimum Investment:$50K
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Location

345 Kinderkamack Road, Suite B, Westwood, NJ, 07675

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eva is a notary since 2018. She also works full-time as an IAR for Christopher Edwards Financial Associates, LLP and Fortis Group Advisors, LLC, providing investment advisory services.

Employment History
Current Registrations
Fortis Group Advisors LLC
June 2020 - Present · 5 yrs 8 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs
Previous Registrations
LPL Financial LLC
February 2018 - October 2020 · 2 yrs 8 mos
Invest Financial CorporationBroker
March 2008 - February 2018 · 9 yrs 11 mos
Invest Financial Corporation
March 2008 - February 2018 · 9 yrs 11 mos
Thrivent Investment Management INC.
January 2006 - April 2008 · 2 yrs 3 mos
Thrivent Investment Management INC.Broker
April 2005 - April 2008 · 3 yrs
Lutheran Brotherhood Securities CORP.Broker
September 1993 - July 2001 · 7 yrs 10 mos
State Registrations15 states
AZCADEFLMAMDMNNCNJNYOHPASCTXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.