Linda
Farinola
Pfg - Financial Planning & Management
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About this Advisor
Linda Farinola is a certified financial planner and chartered financial analyst working in Plainsboro, New Jersey with 17 years of relevant experience. Farinola currently works for Pfg - Financial Planning & Management. Their career trajectory has included roles at Sound Financial Solutions, Inc, Thomas Colitsas & Assoc, Pa and Princeton Financial Group, LLC. Farinola maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Florida, New Jersey, New York, Pennsylvania and Texas. Pfg - Financial Planning & Management is a registered investment company that has its headquarters in Princeton, NJ. It oversees $131 million in assets between its 620 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 620 accounts, just 8% are associated with high-net-worth individuals who have at least $1 million in assets. The company has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which services the firm provides the client. Fees billed by Pfg - Financial Planning & Management can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pfg - Financial Planning & Management Brokerage Details
$130,624,251
3
620
$210,684
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Linda Farinola Work History
Linda has been registered as a financial advisor for 17 years.*
Princeton Financial Group, LLC
Sound Financial Solutions, Inc
Thomas Colitsas & Assoc, Pa
*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 Linda Farinola 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 Pfg - Financial Planning & Management
Princeton, NJ
Princeton, NJ
Plainsboro, 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.
