Marlon
Herrera
Cornerstone Planning Group
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About this Advisor
Marlon Herrera is a financial advisor based in Fairfield, New Jersey, working with Cornerstone Planning Group. Marlon has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Adt LLC, and Bank Of America, N.A. Marlon has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Marlon is part of Cornerstone Planning Group, which operates out of Fairfield, New Jersey. The firm has 4 offices and 15 employees. The firm manages assets totaling $523.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Cornerstone Planning Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cornerstone Planning Group Brokerage Details
$523,309,849
15
2,367
$221,086
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Marlon Herrera Work History
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Adt LLC
Disclosures
Please visit the SEC profile of Marlon Herrera 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 Cornerstone Planning Group
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
Tallahassee, FL
Fairfield, NJ
Fairfield, NJ
Fairfield, NJ
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