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. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 399,450 clients with $210B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3079 advisors
Number of Clients
399,450 clients
Average Client Portfolio
$525K average
Assets Under Management
$209.7B

Fee Structure

Commonwealth Financial Network offers investment management through various programs like PPS Custom, PPS Select, and PPS Direct. Fees are generally calculated as a percentage of your portfolio, including cash and money market positions. The exact fees vary depending on the specific program and the agreement between you and your advisor.

Commonwealth generally offers two types of fee schedules: blended and breakpoint. With a blended schedule, different portions of your portfolio are charged at different rates. With a breakpoint schedule, the fee rate declines as your portfolio value reaches certain levels. All fees are negotiable between the advisor and client.

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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 1 mo
Commonwealth Financial Network
August 2005 - Present · 21 yrs 1 mo
Commonwealth Financial NetworkBroker
August 2005 - Present · 21 yrs 1 mo
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.
Angela Londergan - Financial Advisor | TrueAdvisor