Margaret Marapao (CRD# 5292568) is an Investment Advisor Representative working at Integrity Wealth Advisors, LLC in Ojai, CA and has over 5 years of experience in the finance industry. Margaret Marapao 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# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Ojai, CA | May 2019 - Current | 4 |
| Integrity Wealth Advisors, Inc. | Ojai, CA | May 2019 - Current | 4 |
| Derby & Derby, Inc. | Ojai, CA | Dec 2016 - Current | 7 |
| Securities America, Inc. | Ojai, CA | Jan 2017 - May 2019 | 2 |
| Pacific Global Investment Management Company | Glendale, CA | Jan 2007 - Nov 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2018 |
- CA
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Total Assets Under Management312MILLIONS
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Total Number of Accounts1,599ACCOUNTS
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Average Account Value$194,874
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, HI, ID, NC, NV, NY, OR, TN, TX, UT, WA
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