Amanda AlgeCRD Number: 6103992
Current Firm: Captrust
Amanda Alge (CRD# 6103992) is an Investment Advisor Representative working at Captrust in Doylestown, PA and has over 4 years of experience in the finance industry.
Brighton Financial Planning
Clothier Springs Capital Management, LLC
Academy Wealth Advisers, LLC
|Captrust||Doylestown, PA||Jun 2016 - Current||1|
|Wells Fargo Bank, Na||Newtown, PA||Jul 2015 - May 2016||< 1|
|Wells Fargo Advisors, LLC||Newtown, PA||Jul 2015 - May 2016||< 1|
|Pnc Bank||New Hope, PA||Jan 2014 - Jul 2015||1|
|Pnc Investments||New Hope, PA||Jan 2014 - Jul 2015||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Hopewell, NJ||Jun 2012 - Nov 2013||1|
|Arthur Edwards Inc.||Rivervale, NJ||May 2011 - Jun 2012||1|
|Brick City Bar||Newark, NJ||Sep 2010 - Jul 2011||< 1|
|Koval Property Management||Hackensack, NJ||Jul 2010 - May 2011||< 1|
|Canterbury At Cedar Grove||Cedar Grove, NJ||Mar 2010 - Aug 2010||< 1|
|Wayne View Care Center||Wayne, NJ||Jul 2009 - Mar 2010||< 1|
|Helzberg Diamonds||Wayne, NJ||Jul 2008 - Jul 2009||1|
|Koval Realty||Hackensack, NJ||Jan 2007 - Jul 2008||1|
|Bergen County Academy||Hackensack, NJ||Sep 2003 - Jun 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management173,567MILLIONS
Total Number of Accounts3,747ACCOUNTS
Average Account Value$46,321,716
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.