Margaret McMahon (CRD# 6262695) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Westminister, CO and has over 9 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Net Law Group Inc. | Louisville, KY | Jun 2020 - Current | 3 |
| Wealthwave | Northglenn, CO | Jan 2016 - Current | 8 |
| Transamerica Financial Advisors, Inc. | Northglenn, CO | Oct 2013 - Current | 10 |
| World Financial Group, Inc. | Northglenn, CO | Aug 2013 - Current | 10 |
| Iqvia - Medical Research Entity | Durham, NC | Sep 2020 - Dec 2020 | < 1 |
| The Pampered Chef | Addison, IL | Aug 2005 - Jul 2019 | 13 |
| King Soopers | Evans, CO | Jun 2006 - Apr 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2014 |
| S63 | Uniform Securities State Law Examination | Aug 2020 |
- CO
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Total Assets Under Management1,619MILLIONS
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Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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