Margaret JacobsCRD Number: 6299877
Current Firm: Family Legacy, Inc.
Margaret Jacobs (CRD# 6299877) is an Investment Advisor Representative working at Family Legacy, Inc. in Greenville, SC and has over 3 years of experience in the finance industry.
Erisa Plan Services Inc.
Eagle Strategies LLC
Securities America Advisors, Inc.
|Family Legacy, Inc.||Greenville, SC||Sep 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management123MILLIONS
Total Number of Accounts363ACCOUNTS
Average Account Value$337,549
- A percentage of assets under your management
- 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
GA, NC, SC