Amanda D. V Giangola

United Brokerage Services INC

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

United Brokerage Services INC

Compensation

Fee-Only (AUM)

Firm Size

48 advisors

Number of Clients

1,904 clients

Average Client Portfolio

$204K average

Assets Under Management

$389.1M

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$1,000

Location

7699 Winchester Ave, Inwood, WV, 25428

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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.

Employment History

Current Registrations

United Brokerage Services INC

January 2016 - Present · 10 yrs 1 mo

United Brokerage Services, INCBroker

August 2015 - Present · 10 yrs 6 mos

Previous Registrations

LPL Financial LLCBroker

December 2013 - August 2015 · 1 yr 8 mos

State Registrations12 states

ALCOFLMAMDNCPASCTXVAWIWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.