Margaret Flores (CRD# 2703637) is an Investment Advisor Representative working at Primerica Advisors in San Antonio, TX and has over 28 years of experience in the finance industry.
CRD# 4422977
Edward Jones
CRD# 822926
Ameriprise Financial Services, LLC
CRD# 2806951
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | San Antonio, TX | Jan 1996 - Current | 28 |
| Primerica Financial Services | San Antonio, TX | May 1995 - Current | 29 |
| St. Anthony Mary Claret | San Antonio, TX | Aug 2020 - Jul 2022 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2012 |
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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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