Margaret
Pape
Blvd Private Wealth, LLC
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About this Advisor
Margaret Pape is a financial advisor working out of Prospect, Kentucky with a total of 1 year of relevant experience. Pape works at Blvd Private Wealth, LLC. Over the course of their career, they have held roles at Jp Morgan Chase Bank, Jp Morgan Securities LLC, Jp Morgan Securities, LLC, Jp Morgan Chase Bank, N.A, Blvd Private Wealth and Blvd Private Wealth, LLC. Pape maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to serve investors in Kentucky. Blvd Private Wealth, LLC is a company operating out of Prospect, KY. It controls $114 million in assets under management between its 251 customer accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 251 accounts, 24% belong to high-net-worth investors who have at least $1 million in assets available to invest. Blvd Private Wealth, LLC has a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules typically vary depending on which services the firm provides the client. However, fee types billed by Blvd Private Wealth, LLC can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blvd Private Wealth, LLC Brokerage Details
$113,873,986
4
251
$453,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Margaret Pape Work History
Margaret has been registered as a financial advisor for 1 years.*
Blvd Private Wealth, LLC
Blvd Private Wealth
Jp Morgan Securities, LLC
Jp Morgan Chase Bank, N.A
Jp Morgan Chase Bank
Jp Morgan Chase Bank
Jp Morgan Securities LLC
Jp Morgan Chase Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Margaret Pape to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Blvd Private Wealth, LLC
Prospect, KY
Prospect, KY
Prospect, KY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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