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Alan Craig Achtel

ACA/PRUDENT INVESTORS PLANNING CORPORATION·GREEN BROOK, New Jersey
SIE, Series 1, Series 7, Series 14, Series 24, Series 51, Series 63, Series 99TOClean recordACA/PRUDENT INVESTORS PLANNING CORPORATION
290 US HIGHWAY 22, GREEN BROOK, NJ 08812CRD# 825259Firm CRD# 47798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Craig Achtel · GREEN BROOK, NJ
Registration
CRD #825259 · ACA/PRUDENT INVESTORS PLANNING CORPORATION
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 1
Series 7
Series 14
Series 24
Series 51
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD 47798 · SEC 801-56596
AUM
$294M
Regulatory assets under management
Employees
2
1,528 client accounts
Services offered by ACA/PRUDENT INVESTORS PLANNING CORPORATION
Per Form ADV
Other advisory services
View all advisors at ACA/PRUDENT INVESTORS PLANNING CORPORATION →
Introduction

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Frequently Asked Questions

What services does Alan Craig Achtel offer?
Alan Craig Achtel specializes in Fee-Only Advisory. Contact their office in GREEN BROOK, New Jersey for a consultation.
What are Alan Craig Achtel's credentials?
Alan Craig Achtel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Craig Achtel located?
Alan Craig Achtel is based in GREEN BROOK, New Jersey, working with ACA/PRUDENT INVESTORS PLANNING CORPORATION. Their office serves clients in the GREEN BROOK metropolitan area and surrounding communities.
How does Alan Craig Achtel charge for services?
Alan Craig Achtel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACA/PRUDENT INVESTORS PLANNING CORPORATION?
ACA/PRUDENT INVESTORS PLANNING CORPORATION has approximately 2 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACA/PRUDENT INVESTORS PLANNING CORPORATION

Robyn Sue Goldstein
GREEN BROOK, NJ

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