Amanda McGrathCRD Number: 5198869
Current Firm: Asset Advisory Group Inc.
Amanda McGrath (CRD# 5198869) is an Investment Advisor Representative working at Asset Advisory Group Inc. in Kinnelon, NJ and has over 15 years of experience in the finance industry. Amanda McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Asset Advisory Group, Inc.||Kinnelon, NJ||Mar 2017 - Current||5|
|Deutsche Bank Securities Inc.||New York, NY||Oct 2016 - Mar 2017||< 1|
|Deutsche Bank Trust Company Am||New York, NY||Jun 2015 - Mar 2017||1|
|J.p Morgan Securities LLC||Morristown, NJ||Sep 2012 - May 2015||2|
|J.p Morgan Chase Bank||Morris Town, NJ||Sep 2012 - May 2015||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2006|
|S65||NASAA Investment Advisors Law Examination||Apr 2017|
Total Assets Under Management390MILLIONS
Total Number of Accounts529ACCOUNTS
Average Account Value$737,775
- 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
- Educational seminars/workshops
CA, FL, NJ, NY, PA
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