Margaret Gore
Margaret Gore is a registered investment advisor at Glen Eagle Advisors, LLC, based in Kingston, NJ, with 14 years of industry experience. Margaret is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 3,401 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum fee is up to 2.00% annually for both wrap and non-wrap programs. Fees are negotiable based on anticipated future earnings, asset size, and other criteria.
Fee Estimator
Location
4422C Route 27, Kingston, NJ, 08528-0399
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Regulatory History
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
Glen Eagle Advisors, LLC
Previous Registrations
Summit Financial, LLC
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial Resources INC
Summit Equities INC
Summit Equities, INC.Broker
Insight Private Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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