Margaret Webb, financial advisor Plymouth MN
83 score

Margaret Webb

CRD Number: 1234589
Current Firm: Wealth Enhancement Advisory Services, LLC

Margaret Webb (CRD# 1234589) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Plymouth, MN and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Brokerage Services, LLC Wayzata, MN Feb 2007 - Current 9
Linsco Private Ledger Burnsville, MN Feb 2007 - Current 9
Wealth Enhancement Advisory Services, LLC Wayzata, MN Dec 2001 - Current 15
Wealth Enhancement Group, LLC Wayzata, MN Sep 1999 - Current 17
Sii Investments Wayzata, MN Dec 2001 - Feb 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Margaret M. Webb
Phone Number: 763-417-1700
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    3,825
    MILLIONS
  • Total Number of Accounts
    24,591
    ACCOUNTS
  • Average Account Value
    $155,561
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI

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BADGES
83

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