AL
ChFC
AL
ChFC

Angela Londergan

26 Years of Experience
Parsippany, NJ
BrokerSells Insurance

Angela Londergan is a ChFC-designated registered investment advisor at Commonwealth Financial Network, based in Parsippany, NJ, with 26 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $750K2.25%
$750K - $1.0M2.00%
$1.0M - $2.0M1.75%
$2M+1.50%

Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3799 Route 46, Suite 202, Parsippany, NJ, 07054

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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 ActivitiesSells Insurance

Angela works as an agent selling fixed insurance under the name 'Morris Financial Services'. This activity is investment related.

Employment History
Current Registrations
Commonwealth Financial Network
August 2005 - Present · 21 yrs 2 mos
Commonwealth Financial Network
August 2005 - Present · 21 yrs 2 mos
Commonwealth Financial NetworkBroker
August 2005 - Present · 21 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
December 1999 - August 2005 · 5 yrs 8 mos
Ids Life Insurance CompanyBroker
December 1999 - August 2005 · 5 yrs 8 mos
State Registrations6 states
AZFLNCNJPAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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