Margaret Sundberg (CRD# 7117873) is an Investment Advisor Representative working at Volaris Capital Management LLC in Millburn, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Volaris Capital Management LLC | Millburn, NJ | May 2019 - Current | 5 |
Volaris Capital Management | Millburn, NJ | May 2019 - Current | 5 |
N/a | Millburn, NJ | May 2018 - May 2019 | 1 |
University Of Connecticut | Storrs, CT | Jul 2016 - May 2018 | 1 |
Student | Mansfield, CT | Sep 2008 - Jun 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2019 |
- NJ
-
Total Assets Under Management455MILLIONS
-
Total Number of Accounts44ACCOUNTS
-
Average Account Value$10,343,556
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA, FL, IL, LA, NE, NJ, NY, OH, PA, TX, VA, WA
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