Margaret UlrichCRD Number: 1938681
Current Firm: Independence Capital Company, Inc.
Margaret Ulrich (CRD# 1938681) is an Investment Advisor Representative working at Independence Capital Company, Inc. in Parma, OH and has over 27 years of experience in the finance industry. Margaret Ulrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Independence Capital Company Inc.||Parma, OH||Jan 2003 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1994|
Total Assets Under Management88MILLIONS
Total Number of Accounts550ACCOUNTS
Average Account Value$160,051
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IN, MI, OH, PA
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