How trustworthy is your Financial Advisor?

CHECK FOR RED FLAGS

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See the full picture before you decide

Nearly 100,000 registered financial advisors have customer disputes, bankruptcies, criminal activity, and more on their records. In 2023, about 60 red flags were recorded daily. That's why it's crucial to check if your advisor has any red flags and decide whether you're comfortable with them.

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ADVISOR PROFILE

1) SJA HORSE EXHIBITORS, NON INVESTMENT RELATED, 122 EAST STATE STREET, DOYLESTOWN, PA 18901, OWNER, 06/1995, 2 HOURS/MONTH, 0 HOURS DURING TRADING HOURS, OVERALL MANAGEMENT DUTIES. 2)COMPREHENSIVE FINANCIAL CONSULTANTS; 3201 SUNSET AVE WANAMASSA NJ 07712; INSURANCE; AGENT; START DATE: 1973, 100% OWNERSHIP, TIME SPENT DURING NORMAL BUSINESS HOURS - 75%; SELLS TRADITIONAL LIFE INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES.. 3) STEPHEN AGRISTA , RFC - LICENSED AGENT - ADVISE AND SALE OF LIFE, HEALTH, AND DISABILITY INSURANCE, FIXED AND EQUITY INDEXED ANNUITIES; TIME SPENT DURING NORMAL BUSINESS HOURS - 75%. 4) EAGLE MGMT CO LLC - 3201 SUNSET AVE WANANASSA NJ, PRESIDENT, MANAGEMENT OF PERSONAL HOLDINGS AND ACTIVITIES UNRELATED TO COMPREHENSIVE FINANCIAL CONSULTANTS OR ANY OTHER LISTED OBA. ITS A PROPERTY MANAGEMENT/PERSONAL MANAGEMENT ACTIVITY.

FIRM INFORMATION

Some financial advisors may work at more than one firm. Click view work history below to review their data.

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At AdvisorCheck, we want to ensure that the financial advisor you work with, or plan to work with, provides you with peace of mind that your money is safe. That’s why we offer background checks that cover 9 key categories.
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Stephen Joseph Agrista

Experience: 50 years / 13 firms

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