Advisor at Glen Eagle Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Glen Eagle Advisors, LLC
Location
Kingston, NJ 08528-0399
Credentials
Series 66
Industry experience
14 years
Margaret Gore is a financial advisor with Glen Eagle Advisors, LLC in Kingston, NJ, holding a Series 66 credential and 14 years of industry experience. She has previously worked at firms including Summit Financial, LLC and Purshe Kaplan Sterling Investments, Inc. In addition to her advisory role, she is an insurance agent affiliated with Glen Eagle Wealth, LLC. Glen Eagle Advisors, LLC provides investment management and wealth-planning services to a diverse client base, employing standardized asset-allocation models supplemented by fundamental and technical analysis, with a focus on buy-and-hold strategies and ongoing portfolio monitoring.
Based on Glen Eagle Advisors, LLC
$0 - $5,000,000: Not to Exceed 2.00% $5,000,000+: Not to Exceed 2.00%
Up to $250.00 per hour for financial planning and consulting services
Account minimum: $15,000
4422 C Route 27
Kingston, NJ 08528-0399
New Jersey · North Carolina
Glen Eagle Wealth, LLC
2019 - Present (7 years)
Glen Eagle Advisors, LLC
2019 - Present (7 years)
Summit Financial, LLC
2018 - 2019 (1 year)
Purshe Kaplan Sterling Investments, Inc
2018 - 2019 (1 year)
Summit Equities, Inc.
2016 - 2018 (2 years)
Summit Financial Resources, Inc.
2016 - 2018 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Princeton, NJ
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CFP®, CFA®
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Series 63, Series 65
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Pandolfo Capital, LLC
Series 65
Highland Park, NJ
Parkview Capital Management
Series 63, Series 66
Princeton, NJ
Certified Wealth Management & Investment LLC
Series 63, Series 65
Princeton, NJ
Patton Hall, LLC
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