Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

T. Rowe Price Associates, Inc.

0 Disclosures

ADVISOR BIO

Audrey Flanagan is a financial advisor at T. Rowe Price Associates, Inc. Audrey has been in the financial services industry since July 2024. Audrey is registered to provide investment advice in Maryland. Audrey earned the Series 66 license in November 2024.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

0 Disclosures

ADVISOR BIO

Audrey Zinn is a registered investment advisor representative with Fisher Investments. Audrey has been in the financial services industry since 2022 and specializes in providing portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Audrey is registered with the states of Texas and Washington.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Audrey Laude is a financial advisor who has been in the industry since August 2022. She is registered with Goldman Sachs & Co. LLC, which is a FINRA and SEC-registered firm with offices in New York, NY. Audrey holds Series 7TO, Series 63 and SIE licenses. She offers financial planning services to individuals and families. Audrey also provides portfolio management services for businesses and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Davenport & Co. LLC | CFP ® (Certifications)

location

RICHMOND, VA

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Audrey McCray is a financial advisor with Davenport & Co. LLC. Audrey has been working in the financial industry since 1992 and has held previous positions with Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. Audrey is registered with FINRA and holds Series 7, 31 and 66 licenses. Audrey is also a Certified Financial Planner and is registered as an investment advisor in Texas and Virginia.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Phoenix, AZ

0 Disclosures

ADVISOR BIO

Audrey Scroggs is an investment advisor representative who is registered with the state of Arizona. Audrey works at Captrust in Phoenix, AZ. Audrey has been a financial professional since 2020. Audrey is registered to provide investment advisory services. Audrey's areas of specialization are: retirement planning, college savings planning, estate planning, insurance, and investment management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

J.p. Morgan Investment Management Inc.

location

New York, NY

0 Disclosures

ADVISOR BIO

Audrey Kuchtyak is a registered investment advisor representative with J.P. Morgan Investment Management Inc.. Audrey is active in Texas, and registered with the state since January 20, 2021. Audrey has been in the financial services industry since September 2010, and has worked at J.P. Morgan Chase Bank and JP Morgan Asset Management.

SPECIALIZATIONS

Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC | CFP ® (Certifications)

location

RALEIGH, NC

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Audrey Kah is a financial advisor with RBC Capital Markets, LLC in Raleigh, NC. Audrey Kah has been in the industry since May 2013. Audrey Kah is registered in 39 states and has passed the Series 66, Series 7 and SIE exams. Audrey Kah specializes in investment, financial planning, retirement, and other financial needs. Audrey Kah has experience with various clients including high net worth individuals, business development companies, pension and profit sharing plans, and corporations or other businesses. Prior to joining RBC Capital Markets, LLC, Audrey Kah worked at UBS FINANCIAL SERVICES INC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Audrey Nichole Fuga is a registered representative with Vanguard Advisers, Inc. with over 2 years of experience in the financial services industry. Audrey is licensed to provide investment advice in 53 states and is also a registered investment advisor in 3 states. Audrey specializes in retirement planning, investment management, and providing financial planning services to individuals, businesses and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ladenburg Thalmann Asset Management Inc.

location

New York, NY

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Audrey Bobbi Treloar is a registered investment advisor representative with Ladenburg Thalmann Asset Management Inc. She has been in the financial industry for over 2 years and is currently licensed in New York. Audrey Bobbi Treloar specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. She is also a registered representative with Ladenburg Thalmann Asset Management Inc. and has been with the firm since June 2022. In addition to her work as an investment advisor, Audrey Bobbi Treloar is a volunteer with the Mayor's Office of Immigrant Affairs.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE MODEL RECOMMENDATIONS TO OTHER RIAS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Destiny Wealth Partners, LLC | CFP ® (Certifications)

location

TAVARES, FL

0 Disclosures

ADVISOR BIO

Audrey Mancuso is a financial advisor with Destiny Wealth Partners, LLC, a registered investment advisor. Audrey has been in the financial services industry since 2011, and holds the Series 65, SIE, and Series 99 licenses. Audrey also holds the Certified Financial Planner designation. Audrey has experience working with high net worth individuals and other clients. Destiny Wealth Partners, LLC provides financial planning, pension consulting, and portfolio management services to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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