Amanda Alge, financial advisor Doylestown PA
78 score

Amanda Alge

CRD Number: 6103992
Current Firm: Captrust

Amanda Alge (CRD# 6103992) is an Investment Advisor Representative working at Captrust in Doylestown, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Amanda L. Alge
Phone Number: 919-870-6822
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    173,567
    MILLIONS
  • Total Number of Accounts
    3,747
    ACCOUNTS
  • Average Account Value
    $46,321,716
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
78

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