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 working in Inwood, West Virginia, with a total of 7 years of relevant experience. Giangola currently works for United Brokerage Services, Inc. Giangola has gained experience at Lpl Financial and United Brokerage Services, Inc. Giangola has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Maryland, Texas, Virginia and West Virginia. United Brokerage Services, Inc is an advisory firm that has its headquarters in Parkersburg, WV. The company has offices in 79 locations and a total of 100 employees. It oversees $229 million in total assets across its 953 customer accounts, making it one of the mid-sized firms in the country by assets under management. The advisory firm offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors usually vary depending on which services the firm provides the client. Fee types billed by United Brokerage Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

7 years

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

$229,449,080

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

100

WV Average: 16
Total Number of Accounts

953

WV Average: 1,028
Average Account Size

$240,765

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

Amanda has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

United Brokerage Services, Inc

2013 - 2015 (2 years)

Lpl Financial

*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 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

Gregory Dennis
Dunbar, WV
Amanda Giangola
Inwood, WV
Joseph Carter
Mc Lean, VA
Scott Molina
Wheeling, WV
Todd Loyal
Uniontown, PA
Jason May
Weyers Cave, VA
Samuel Hershberger
Greer, SC
Ronald Burley
Hagerstown, MD

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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