Amgad Yassa (CRD# 6200509) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Colorado Springs, CO and has over 9 years of experience in the finance industry.
CRD# 2202065
Adelmann Financial, Inc.
CRD# 6728761
T. Rowe Price Advisory Services, Inc.
CRD# 5836179
T. Rowe Price Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alight Financial Solutions | Charlotte, NC | May 2021 - Current | 2 |
| Alight Solutions | Lincolnshire, IL | May 2021 - Current | 2 |
| T. Rowe Price | Colorado Springs, CO | May 2013 - Apr 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2014 |
- CO
- IL
- NC
-
Total Assets Under Management32,132MILLIONS
-
Total Number of Accounts228,318ACCOUNTS
-
Average Account Value$140,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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