David
Gorman
Precision Financial Services
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About this Advisor
David Gorman is a financial advisor based in Mine Hill, New Jersey, working with Precision Financial Services. David has previously held positions at Lpl Financial, Pfs Partners, LLC, and Leigh Baldwin & Co., LLC. David has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, David is part of Precision Financial Services, which operates out of Mine Hill, New Jersey. The firm has 3 offices and 16 employees. The firm manages assets totaling $320.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Precision Financial Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Precision Financial Services Brokerage Details
$320,608,121
16
1,251
$256,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Gorman Work History
Leigh Baldwin & Co., LLC
Pfs Partners, LLC
Lpl Financial
Disclosures
Please visit the SEC profile of David Gorman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Precision Financial Services
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
Mine Hill, NJ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
