Marguerite Strickland, financial advisor Beachwood OH

Marguerite Strickland

CRD Number: 2480460
Current Firm: Primerica Advisors

Marguerite Strickland (CRD# 2480460) is an Investment Advisor Representative working at Primerica Advisors in Beachwood, OH and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Primerica Financial Services Beachwood, OH Mar 1994 - Current 30
Pfs Investments Inc. Beachwood, OH Mar 1994 - Current 30
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1994
Contact Info for Marguerite P. Strickland
Phone Number: 833-786-0550
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,088
    MILLIONS
  • Total Number of Accounts
    56,552
    ACCOUNTS
  • Average Account Value
    $125,337
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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