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Dov Bernard Fobar

18 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
2,105 clients
Average Client Portfolio
$34K average
Assets Under Management
$71.0M

Fee Structure

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Location

100 Enterprise Drive, Suite 504, Rockaway, NJ, 07866

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dov is a registered representative with Ameriwealth Mgt., spending most of his time as a financial advisor paid by commissions. Dov also provides general management consulting and insurance services as an owner, compensated on a retainer basis.

Employment History
Current Registrations
Comprehensive Capital Management, INC.
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
Comprehensive Asset Management and Servicing, INC.Broker
April 2014 - December 2016 · 2 yrs 8 mos
1st Global Capital CORP.Broker
January 2008 - February 2014 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 1993 - May 1994 · 10 mos
State Registrations2 states
NJNY
Advisor
Exams
No exam information available for this advisor.