Margaret Orlov, financial advisor Cincinnati OH
90 score

Margaret Orlov

CRD Number: 6015660
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Margaret Orlov (CRD# 6015660) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cincinnati, OH and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati, OH Sep 2017 - Current < 1
Ubs Financial Services Inc. Cincinnati, OH May 2013 - Sep 2017 4
College For Financial Planning Centennial, CO Nov 2010 - Mar 2016 5
Jjb Hilliard Wl Lyons LLC Cincinnati, OH May 2012 - May 2013 1
Martin Worley Group Salt Lake City, UT Jan 2012 - Apr 2012 < 1
Fifth Third Bank Nicholasville, KY Jan 2011 - Dec 2011 < 1
Jjb Hilliard Wl Lyons LLC Lexington, KY Nov 2010 - Dec 2010 < 1
Cotton Patch Lexington, KY Jun 2010 - Dec 2010 < 1
Centre College Danville, KY Aug 2006 - May 2010 3
Idle Hour Country Club Lexington, KY May 2006 - Aug 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Margaret P. Orlov
Phone Number: 800-637-7455
Registered State(s):
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    639,574
    MILLIONS
  • Total Number of Accounts
    1,831,494
    ACCOUNTS
  • Average Account Value
    $349,209
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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

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