Margarita Reyes (CRD# 7221415) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Coppell, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services LLC | Coppell, TX | Aug 2022 - Current | 1 |
| Lpl Financial LLC | Coppell, TX | Jan 2020 - Aug 2022 | 2 |
| Erik Slaughter State Farm Insurance | Coppell, TX | Sep 2017 - Nov 2019 | 2 |
| State Farm Bank | Coppell, TX | Sep 2017 - Nov 2019 | 2 |
| The Container Store | Coppell, TX | Jul 2017 - Aug 2017 | < 1 |
| Homemaker | Coppell, TX | Oct 2016 - Jul 2017 | < 1 |
| Green Manga LLC | Coppell, TX | Sep 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- TX
- VA
-
Total Assets Under Management479,794MILLIONS
-
Total Number of Accounts2,284,921ACCOUNTS
-
Average Account Value$209,983
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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