MG
MG

Margaret Jane Gore

13 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$271K average
Assets Under Management
$880.5M

Fee Structure

Minimum Investment:$15K
Loading...

Location

4422C Route 27, Kingston, NJ, 08528-0399

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Margaret is an insurance agent selling insurance through Glen Eagle Wealth, LLC. She is also an Investment Advisor Representative with Glen Eagle Advisors, LLC.

Employment History
Current Registrations
Glen Eagle Wealth, LLCBroker
February 2019 - Present · 7 yrs
Glen Eagle Advisors, LLC
February 2019 - Present · 7 yrs
Previous Registrations
Summit Financial, LLC
December 2018 - February 2019 · 2 mos
Purshe Kaplan Sterling InvestmentsBroker
September 2018 - February 2019 · 5 mos
Summit Financial Resources INC
March 2016 - September 2018 · 2 yrs 6 mos
Summit Equities INC
March 2016 - December 2018 · 2 yrs 9 mos
Summit Equities, INC.Broker
March 2016 - September 2018 · 2 yrs 6 mos
Insight Private Advisors, LLC
January 2015 - May 2016 · 1 yr 4 mos
LPL Financial LLC
August 2013 - October 2015 · 2 yrs 2 mos
LPL Financial LLCBroker
July 2013 - April 2016 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2012 - May 2013 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2011 - May 2013 · 1 yr 7 mos
State Registrations2 states
NCNJ
AdvisorBrokerBoth
Exams
No exam information available for this advisor.