Margaret Koetzner, financial advisor Albany NY
93 score

Margaret Koetzner

CRD Number: 1902526
Current Firm: Lpl Financial LLC

Margaret Koetzner (CRD# 1902526) is an Investment Advisor Representative working at Lpl Financial LLC in Albany, NY and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Charlotte, NC May 2012 - Current 4
First Niagara Bank Albany, NY May 2012 - Current 4
Hsbc Albany, NY May 2011 - May 2012 1
Unemployed Clifton Park, NY Dec 2010 - May 2011 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Latham, NY Oct 2009 - Dec 2010 1
Banc Of America Investment Services, Inc. Albany, NY Oct 2004 - Oct 2009 5
Banc Of America Insurance Services, Inc. Latham, NY Oct 2004 - Oct 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2000
S65 NASAA Investment Advisors Law Examination Oct 2005
Contact Info for Margaret M. Koetzner
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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