Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
6,850 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$10.1B

Fee Structure

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Location

300 Kimball Drive, Suite 310, 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 Activities

Amara works as a Client Services Associate at LPL Financial LLC, a broker-dealer, since 2013. This investment-related activity requires minimal time.

Employment History
Current Registrations
Onepoint Bfg Wealth Partners
July 2022 - Present · 3 yrs 7 mos
Previous Registrations
Private Advisor Group, LLC
March 2022 - July 2022 · 4 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.