Margaret Guenther, financial advisor Atlanta GA
90 score

Margaret Guenther

CRD Number: 5472098
Current Firm: Montag

Margaret Guenther (CRD# 5472098) is an Investment Advisor Representative working at Montag in Atlanta, GA and has 1 year of experience in the finance industry. Margaret Guenther has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
A. Montag & Associates, Inc. Atlanta, GA Aug 2006 - Current 10
Suntrust Bank Atlanta, GA Oct 2002 - Aug 2006 3

Margaret Guenther has no recent exams reported.
Contact Info for Margaret M. Guenther
Phone Number: 404-522-5774
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,443
    MILLIONS
  • Total Number of Accounts
    1,051
    ACCOUNTS
  • Average Account Value
    $1,373,096
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, CA, FL, GA, NC, OK, SC, TN

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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