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 2 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|
|Wofford College||Spartanburg, SC||Sep 2006 - May 2007||< 1|
|Wofford College||Spartanburg, SC||Sep 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management111MILLIONS
Total Number of Accounts329ACCOUNTS
Average Account Value$336,653
- 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