Agili, P.c.
Agili, P.c. (CRD# 107664) is a financial advisory firm headquartered in Richmond, VA. They manage $1,066,537,388 in 1,942 accounts and serve the financial needs of clients across 9 states (or territories).
-
Total Assets Under Management1,067MILLION
-
Total Number of Accounts1,942ACCOUNTS
-
Average Account Value$549,195
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
DC, FL, MD, NC, NH, NJ, PA, TX, VA
Marilee Falco (CRD# 3009182) is an Investment Advisor Representative working at Agili, P.c. in Richmond, VA and has over 24 years of experience in the finance industry. Marilee Falco 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.
Carrie Fellon (CRD# 4879192) is an Investment Advisor Representative working at Agili, P.c. in Bethlehem, PA and has over 17 years of experience in the finance industry. Carrie Fellon 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.
Michael Joyce (CRD# 1047470) is an Investment Advisor Representative working at Agili, P.c. in Richmond, VA and has over 30 years of experience in the finance industry. Michael Joyce 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.
Jamie Malone (CRD# 5823046) is an Investment Advisor Representative working at Agili, P.c. in Richmond, VA and has 1 year of experience in the finance industry. Jamie Malone 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.
Daniel Honsberger (CRD# 7230117) is an Investment Advisor Representative working at Agili, P.c. in Richmond, VA and has 1 year of experience in the finance industry. Daniel Honsberger 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.