Unclaimed Profile

Angie Marie Board

UNITED BROKERAGE SERVICES, INC·PARKERSBURG, West Virginia

SIE, Series 27, Series 99TOClean recordUNITED BROKERAGE SERVICES, INC

514 MARKET STREET, PARKERSBURG, WV 26101CRD# 6464533Firm CRD# 39062

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Angie Marie Board · PARKERSBURG, WV

Registration

CRD #6464533 · UNITED BROKERAGE SERVICES, INC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 27

Series 99TO

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UNITED BROKERAGE SERVICES, INC

CRD 39062 · SEC 801-80804

AUM

$250M

Regulatory assets under management

Employees

101

790 client accounts

Services offered by UNITED BROKERAGE SERVICES, INC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at UNITED BROKERAGE SERVICES, INC →

Introduction

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Frequently Asked Questions

What services does Angie Marie Board offer?

Angie Marie Board specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PARKERSBURG, West Virginia for a consultation.

What are Angie Marie Board's credentials?

Angie Marie Board is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Angie Marie Board located?

Angie Marie Board is based in PARKERSBURG, West Virginia, working with UNITED BROKERAGE SERVICES, INC. Their office serves clients in the PARKERSBURG metropolitan area and surrounding communities.

How does Angie Marie Board charge for services?

Angie Marie Board's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNITED BROKERAGE SERVICES, INC?

UNITED BROKERAGE SERVICES, INC has approximately 101 employees and manages $250M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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