AS
AS

Anita Marie Sopenoff

21 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
174 advisors
Number of Clients
8,671 clients
Average Client Portfolio
$234K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:None
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Location

Voorhees, NJ

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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

Anita is a financial advisor at AMS Financial Group, selling life insurance and long-term care insurance, and doing business as a DBA for securities and advisory business. She dedicates about 10% of her time to this. Anita is also a member of the Philadelphia Securities Association, attending monthly meetings and dedicating minimal time to this activity.

Employment History
Current Registrations
Silver Oak Securities, IncorporatedBroker
March 2022 - Present · 3 yrs 11 mos
Silver Oak Securities, INC.
March 2022 - Present · 3 yrs 11 mos
Previous Registrations
Securities America, INC.Broker
May 2019 - May 2022 · 3 yrs
Securities America Advisors, INC.
May 2019 - May 2022 · 3 yrs
Sagepoint Financial, INC.Broker
October 2008 - June 2019 · 10 yrs 8 mos
Sagepoint Financial, INC.
October 2008 - June 2019 · 10 yrs 8 mos
American General Securities Incorporated
January 2007 - October 2008 · 1 yr 9 mos
American General Securities IncorporatedBroker
January 2007 - October 2008 · 1 yr 9 mos
Intersecurities, INC.
May 2006 - January 2007 · 8 mos
Intersecurities, INC.Broker
July 2004 - January 2007 · 2 yrs 6 mos
Nylife Securities INC.Broker
January 2004 - July 2004 · 6 mos
State Registrations4 states
FLNJPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anita Marie Sopenoff - Financial Advisor | TrueAdvisor