Margaret Barrett (CRD# 6720011) is an Investment Advisor Representative working at Tlg Advisors, Inc. in Littleton, CO and has over 7 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Leaders Group Inc. | Littleton, CO | Nov 2021 - Current | 2 |
Finfit Life | Silver Springs, FL | Sep 2021 - Current | 2 |
2nd Life Consulting | Holly Springs, GA | Jan 2013 - Current | 11 |
Gohealth LLC | Chicago, IL | Mar 2020 - Sep 2021 | 1 |
Aliera Healthcare | Atlanta, GA | Apr 2019 - Sep 2021 | 2 |
Debtmerica | Santa Ana, CA | Jan 2017 - Sep 2021 | 4 |
Transamerica Financial Advisors, Inc. | Johns Creek, GA | Oct 2016 - Sep 2021 | 4 |
World Financial Group, Inc. | Johns Creek, GA | Apr 2016 - Sep 2021 | 5 |
Jeffrey Campbell Evans Foundations | Ball Ground, GA | Oct 2018 - Jun 2020 | 1 |
Medicare & Other Red Tape | Roswell, GA | Sep 2018 - Oct 2019 | 1 |
Mullen Insurance Service | Newhope, AR | Aug 2017 - Sep 2018 | 1 |
Southern Protective Group | Woodstock, GA | Aug 2017 - Sep 2018 | 1 |
Gordon Marketing Group | Noblesville, IN | Aug 2017 - Sep 2018 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2016 |
S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- GA
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Total Assets Under Management1,661MILLIONS
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Total Number of Accounts5,935ACCOUNTS
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Average Account Value$279,920
- 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
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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