Margaret Wiley (CRD# 5681782) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Suffolk, VA and has over 14 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 1962997
Truist Advisory Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Steward Partners Global Advisory, LLC | Suffolk, VA | Mar 2024 - Current | < 1 |
Steward Partners Investment Solutions, LLC | Suffolk, VA | Mar 2024 - Current | < 1 |
Steward Partners Investment Advisory, LLC | Suffolk, VA | Mar 2024 - Current | < 1 |
Elan Wealth Management, LLC | Suffolk, VA | Mar 2024 - Current | < 1 |
Raymond James Financial Services Advisors Inc. | Suffolk, VA | Dec 2017 - Mar 2024 | 6 |
Raymond James Financial Services, Inc. | Suffolk, VA | Nov 2017 - Mar 2024 | 6 |
Freedom Street Partners | Suffolk, VA | Nov 2017 - Mar 2024 | 6 |
Edward Jones | Suffolk, VA | Jun 2009 - Nov 2017 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2009 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NC
- VA
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Total Assets Under Management135MILLIONS
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Total Number of Accounts412ACCOUNTS
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Average Account Value$327,611
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
FL, NC, TX, VA
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