Margaret Gore (CRD# 5963509) is an Investment Advisor Representative working at Glen Eagle Advisors, LLC in Kingston, NJ and has over 12 years of experience in the finance industry.
CRD# 5343110
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1209183
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Glen Eagle Advisors, LLC | Kingston, NJ | Feb 2019 - Current | 5 |
| Glen Eagle Wealth, LLC | Kingston, NJ | Feb 2019 - Current | 5 |
| Summit Financial, LLC | Parsippany, NJ | Dec 2018 - Jan 2019 | < 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Sep 2018 - Jan 2019 | < 1 |
| Summit Equities, Inc. | Parsippany, NJ | Apr 2016 - Dec 2018 | 2 |
| Summit Financial Resources, Inc. | Parsippany, NJ | Apr 2016 - Sep 2018 | 2 |
| Insight Private Advisors, LLC | Bridgewater, NJ | Jan 2015 - Apr 2016 | 1 |
| Lpl Financial LLC | Flemington, NJ | Jul 2013 - Apr 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2012 |
- NJ
- NC
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Total Assets Under Management714MILLIONS
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Total Number of Accounts3,117ACCOUNTS
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Average Account Value$229,115
- 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
AL, CA, CO, CT, DC, DE, FL, GA, IN, MA, MD, ME, MI, NC, NJ, NY, OH, PA, RI, SC, TX, VA, WA
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