Angie Klein (CRD# 6072393) is an Investment Advisor Representative working at Lpl Financial LLC in Intercourse, PA and has over 11 years of experience in the finance industry.
CRD# 5372026
Rkl Private Wealth
CRD# 1388677
Voya Financial Advisors, Inc.
CRD# 2110511
Mcfarland Associates
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | New Holland, PA | Jun 2021 - Current | 2 |
| M&t Bank | New Holland, PA | Jun 2011 - Current | 12 |
| M&t Securities, Inc. | New Holland, PA | May 2012 - Jun 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2016 |
- PA
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, WY
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