Amanda
Giangola

United Brokerage Services, Inc

CRD#6176868
Investment Advisor
in Inwood, WV

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About this Advisor

Amanda Giangola is a financial advisor based in Inwood, West Virginia, working with United Brokerage Services, Inc. Amanda has previously held positions at Lpl Financial and United Brokerage Services, Inc. Amanda has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Maryland, Texas, Virginia, and West Virginia. Currently, Amanda is part of United Brokerage Services, Inc, which operates out of Inwood, West Virginia. The firm has 79 offices and 101 employees. The firm manages assets totaling $249.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at United Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

7699 Winchester Ave
Inwood, WV 25428

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United Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$249,745,693

WV Average: $493,341,091
Total Number of Employees

101

WV Average: 16
Total Number of Accounts

790

WV Average: 1,028
Average Account Size

$316,134

WV Average: $479,904

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Amanda Giangola Work History

2015 - Present (9 years)

United Brokerage Services, Inc

2013 - 2015 (2 years)

Lpl Financial

Disclosures

Please visit the SEC profile of Amanda Giangola 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 United Brokerage Services Inc

Michael Bolen
Arlington, VA
Christopher Williams
Washington, NC
Lori Pointer
Parkersburg, WV
Micheal Earl
Parkersburg, WV
Joseph Carter
Mc Lean, VA
Amanda Giangola
Inwood, WV
Gregory Dennis
Dunbar, WV
Robin Radovich
Lincolnton, NC

The content in this profile was updated by SmartAsset on 6/19/2024. 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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