Margaret Gore, financial advisor Parsippany NJ
90 score

Margaret Gore

CRD Number: 5963509
Current Firm: Summit Equities Inc.

Margaret Gore (CRD# 5963509) is an Investment Advisor Representative working at Summit Equities Inc. in Parsippany, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Equities, Inc. Parsippany, NJ Apr 2016 - Current < 1
Summit Financial Resources, Inc. Parsippany, NJ Apr 2016 - Current < 1
Insight Private Advisors, LLC Bridgewater, NJ Jan 2015 - Apr 2016 1
Lpl Financial LLC Flemington, NJ Jul 2013 - Apr 2016 2
Bank Of America, N.a. Princeton, NJ Sep 2011 - Jul 2013 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Princeton, NJ Jul 2011 - Jul 2013 2
1st Constitution Bank Cranbury, NJ Mar 2011 - Jul 2011 < 1
Amboy Bank Old Bridge, NJ Aug 1999 - Mar 2011 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for Margaret J. Gore
Phone Number: 973-285-3670
Registered State(s):
  • CT
  • NJ
  • NC
  • PA
By the Numbers
  • Total Assets Under Management
    2,419
    MILLIONS
  • Total Number of Accounts
    6,084
    ACCOUNTS
  • Average Account Value
    $397,519
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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