Margaret DalyCRD Number: 5610522
Current Firm: Authent Advisors, Inc.
Margaret Daly (CRD# 5610522) is an Investment Advisor Representative working at Authent Advisors, Inc. in Corte Madera, CA and has 1 year of experience in the finance industry. Margaret Daly 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.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
Polaris Greystone Financial Group, LLC
|Authent Advisors, Inc.||Corte Madera, CA||Jan 2009 - Current||7|
|Self Employed||San Rafael, CA||Jan 2000 - Jan 2009||9|
Total Assets Under Management238MILLIONS
Total Number of Accounts1,147ACCOUNTS
Average Account Value$207,524
- 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
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