Marc Stephen Abramson

Precision Financial Services

12 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningInsurance Planning

Precision Financial Services

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

515 clients

Average Client Portfolio

$714K average

Assets Under Management

$367.7M

Fee Structure

Minimum Investment:$20K

Financial Planning:Investment management only

Location

350 Us Highway 46, Mine Hill, NJ, 07803

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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.

Other Business ActivitiesSells Insurance

Marc has a non-variable insurance DBA through Precision Financial Services Inc. selling fixed insurance.

Employment History

Current Registrations

Precision Financial Services

November 2013 - Present · 12 yrs 3 mos

Previous Registrations

Leigh Baldwin & CO., LLCBroker

December 2015 - October 2016 · 10 mos

LPL Financial LLCBroker

August 2013 - December 2015 · 2 yrs 4 mos

State Registrations2 states

NJNY

Advisor

Exams

No exam information available for this advisor.