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Edward Alexander Naphor

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
26 advisors
Number of Clients
2,780 clients
Average Client Portfolio
$288K average
Assets Under Management
$799.6M

Fee Structure

Minimum Investment:$50K
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Location

9 Professional Circle, Suite 204, Colts Neck, NJ, 07722

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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 Activities

Edward is involved with Christopher Edwards Financial Associates, LLP and Edward A. Naphor Wealth Services, both DBAs for his LPL business, dedicating full-time hours to each. He also provides investment advisory services through Fortis Group Advisors, LLC, spending full-time hours on this activity as well.

Employment History
Current Registrations
Fortis Group Advisors LLC
December 2018 - Present · 7 yrs 2 mos
LPL Financial LLCBroker
September 2018 - Present · 7 yrs 5 mos
State Registrations5 states
NCNJNYPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Edward Alexander Naphor - Financial Advisor | TrueAdvisor