Margaret Borden, financial advisor Carrollton GA

Margaret Borden

CRD Number: 5575905
Current Firm: Independent Advisor Alliance, LLC

Margaret Borden (CRD# 5575905) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Carrollton, GA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Advisor Alliance, LLC Carrollton, GA Sep 2018 - Current 5
Lpl Financial LLC Carrollton, GA Jul 2011 - Current 12
Independent Financial Partners Carrollton, GA Mar 2013 - Sep 2018 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Margaret A. Borden
Phone Number: 888.430.1555
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    12,827
    MILLIONS
  • Total Number of Accounts
    52,309
    ACCOUNTS
  • Average Account Value
    $245,214
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, VT, WA, WI, WV, WY

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