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Denise Paige Anderson, MBA
Ibex Wealth Advisors LLC

Tel: 908-849-7900
135 US Highway 202 206
Suite 4
Bedminster, NJ 07921
Ibex Wealth Advisors LLC | Financial Advisor in Bedminster ,NJ

Clarity, Consistency and Conviction


About Denise Paige Anderson

With over 30 years of experience in the financial services industry in the US and Europe, I can provide people with conviction, consistency and clarity in my professional advice. My practice strives to bring tailored, institutional level services to private clients whether that is through retirement planning and analysis, investment management and financial planning. Our business model is transparent and cost effective for stand-alone services as well as wealth management.

IBEX Wealth Advisors, based in Bedminster, NJ, is a team with a shared vision of Independence, objectivity and excellence. My BA is from Reed College in Economics and my MBA from Columbia University in International Finance and Economics. Series 6 and 63 held with LPL Financial and Series 65 held with Ibex Wealth Advisors LLC.


About Ibex Wealth Advisors LLC

IBEX WEALTH ADVISORS is an independent wealth management firm serving successful individuals, families and institutions. We pride ourselves in providing objective advice where the interests of our clients always come first. The firm rest on three pillars: clarity, consistency and conviction. Our business model is transparent, collaborative and strives to remove the mystery and confusion out of wealth management and financial planning.

See Disclosures

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General Information

Firm Start Year:   2012
No. of Employees:   5-9
Insurance License#:   1644617
Name of Broker/Dealer:   LPL Financial LLC
Name of Custodial Firm:   LPL Financial LLC
States Licensed in:   AL, AZ, CO, CT, DE, FL, GA, IL, IN, MO, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TX, VT, VA, WY
Number of Years with Current Firm:   5
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting

Services

Investment Types:   Exchange Traded Funds (ETFs), Options & Futures, FOREX & Currency, Commodities, Bonds, Stocks, Annuities, Insurance, Mutual Funds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Email, Your Office, Video Conference

Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Accident, Annuity, Health, Variable Annuity, Long Term Care, Variable Life, Life

Firm Information

Firm's Number of Clients:   894
Assets Managed by Firm:   $677mm

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Based on Assets
Fee % Based on Assets:   negotiable
Hourly Rate:   $150-$300

Education

Masters of Business Adminstration  - International Finance and Economics   Columbia University  - New York, NY
01/1990-05/1991

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

LPL WiserAdvisor Cash Solicitor Disclosure

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-solicitor-disclosure.pdf

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890010/wiseradvisor-ibex-wealth-advisors-llc-detailed-disclosure.html


Disclaimer

Securities offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Ibex Wealth Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM
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