Edgar
Lara
Sacks & Associates, LLC
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About this Advisor
Edgar Lara is a financial advisor based out of Bridgewater, New Jersey with 8 years of industry experience. Lara is on the advisory team at Sacks & Associates, LLC. Over the course of their career, Lara has held roles at Ing Financial Partners, Inc, Sacks & Associates, Voya Financial Advisors, Mutual Securities, Inc and Sacks & Associates, LLC. Lara maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in New Jersey and Texas. Sacks & Associates, LLC is an advisory business that has its headquarters in Bridgewater, NJ. It has $170 million in assets between its 374 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 374 accounts, just 14% belong to high-net-worth investors who have more than $1 million in investable assets. Sacks & Associates, LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice typically vary depending on which service is provided. Fees charged by Sacks & Associates, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sacks & Associates, LLC Brokerage Details
$169,844,548
6
374
$454,130
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Edgar Lara Work History
Edgar has been registered as a financial advisor for 8 years.*
Sacks & Associates, LLC
Sacks & Associates
Mutual Securities, Inc
Voya Financial Advisors
Ing Financial Partners, Inc
*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 Edgar Lara 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 Sacks & Associates, LLC
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
Bridgewater, NJ
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