David
Gorman
Precision Financial Services
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About this Advisor
David Gorman is a financial advisor who works in Mine Hill, New Jersey with 10 years of industry experience. Gorman works at Precision Financial Services. Gorman has gained experience at Leigh Baldwin & Co., LLC, Pfs Partners, LLC and Lpl Financial. Gorman has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey. Precision Financial Services is a financial advisory business headquartered in Mine Hill, NJ. The company has offices in two locations and a total of nine advisors. It controls $268 million in assets under management across its 1,168 customer accounts, placing it among the mid-sized firms in the country by assets under management. Of its 1,168 customer accounts, 21% belong to high-net-worth investors who have at least $1 million in assets. Precision Financial Services has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules depend on which services the firm provides the client. However, fees billed by Precision Financial Services most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Precision Financial Services Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$267,887,999
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
9
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1,168
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$229,356
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Gorman Work History
David has been registered as a financial advisor for 10 years.*
Leigh Baldwin & Co., LLC
Pfs Partners, LLC
Lpl Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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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.
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