Margarita Vazquez, financial advisor Milton FL

Margarita Vazquez

CRD Number: 3035692
Current Firm: Primerica Advisors

Margarita Vazquez (CRD# 3035692) is an Investment Advisor Representative working at Primerica Advisors in Milton, FL and has over 21 years of experience in the finance industry.

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Familywealth
Company Name Location Dates Years
Supervisor Of Elections Src Milton, FL Jul 2022 - Current 1
Pfs Investments Inc. Milton, FL Sep 1999 - Current 24
Primerica Financial Services Milton, FL Oct 1997 - Current 26
Santa Rosa County Supervisor Of Elections Milton, FL Sep 2020 - Nov 2020 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Margarita Vazquez
Phone Number: 833-786-0550
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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