Margaret Guenther (CRD# 5472098) is an Investment Advisor Representative working at Buffington Mohr Mcneal in Boise, ID 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.
CRD# 5706352
Inspire Advisors, LLC
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| A. Montag & Associates, Inc. | Atlanta, GA | Aug 2006 - Current | 17 |
- ID
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Total Assets Under Management912MILLIONS
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Total Number of Accounts1,594ACCOUNTS
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Average Account Value$571,995
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, GA, ID, LA, MT, NY, OR, TN, TX, UT, WA
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