Margaret McKayCRD Number: 6115985
Current Firm: Phillips And Company Advisors LLC
Margaret McKay (CRD# 6115985) is an Investment Advisor Representative working at Phillips And Company Advisors LLC in Portland, OR and has over 2 years of experience in the finance industry.
Secondhalf Planning & Investment, LLC
Cable Hill Partners, LLC
Nw Tax & Wealth Advisory Group, Inc.
|Phillips And Company||Portland, OR||Jul 2014 - Current||2|
|Lpl Financial, LLC||Portland, OR||Apr 2014 - Jul 2014||< 1|
|Tribune Wealth Management||Portland, OR||Sep 2013 - Apr 2014||< 1|
|Larry A. Jaffe, Cpa||Eugene, OR||Jun 2012 - Aug 2013||1|
|Childcare Subsidy, Asuo Program||Eugene, OR||Jan 2009 - Jun 2012||3|
|Levi Strauss||Tualatin, OR||Jan 2006 - Jan 2009||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2014|
Total Assets Under Management979MILLIONS
Total Number of Accounts2,011ACCOUNTS
Average Account Value$487,030
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, WA, WI
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