Linda J. Massey

MASSEY MORGAN WEALTH MANAGEMENT

MEDFORD, NJ

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CRD#: 1551746

Professional summary

Linda Joan Massey, who also goes by Linda J Castor, Linda Joan Castor, Linda Joan Massey Morgan, Linda J Morgan, is a registered financial advisor currently at MASSEY MORGAN WEALTH MANAGEMENT, LLC located in Medford, New Jersey.

Linda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Linda has worked at 2 firms and has passed the Series 65 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Linda J Castor | Linda Joan Castor | Linda Joan Massey Morgan | Linda J Morgan

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Massey Morgan Financial Solutions, LLC; Inv Related; Owner/Insurance Agent; insurance sales and services; Medford, NJ; start 03/2002; approximately 50% of time spent in this practice. TMZ Management, LLC, not Inv related; Owner; rental property; Medford, NJ; start 01/2011; minimal amount of time spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Joan Massey's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 9, 2022 - Present

MASSEY MORGAN WEALTH MANAGEMENT, LLC

RIA

CRD#: 160821

MEDFORD, NJ

Past

September 12, 1986 - March 25, 1993

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(9/9/2022)

IAR

Pennsylvania
(12/12/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/22/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 6

Date: 9/11/1986

Investment Company Products/Variable Contracts Representative Examination

Current Firm

MASSEY MORGAN WEALTH MANAGEMENT, LLC

MASSEY MORGAN | MASSEY MORGAN WEALTH MANAGEMENT, LLC

CRD#: 160821 / SEC#:

New Jersey

Registered Investment Advisory firm - (3/7/2012 Approved)

Pennsylvania

Registered Investment Advisory firm - (12/12/2022 Approved)

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Contact information

Main Address

Medford, NJ

Mailing Address

Phone number

(609) 975-8020

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Linda J. Massey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Linda Joan Massey's CRS (Customer Relationship Summary).

Certified licenses

Experience

MASSEY MORGAN WEALTH MANAGEMENT, LLC

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/22/2022

Series 6

Date: 9/11/1986

Current Firm

MASSEY MORGAN WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

MASSEY MORGAN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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