Margaret Borden, financial advisor Carrollton GA
93 score

Margaret Borden

CRD Number: 5575905
Current Firm: Independent Financial Partners

Margaret Borden (CRD# 5575905) is an Investment Advisor Representative working at Independent Financial Partners in Carrollton, GA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Villa Rica, GA Mar 2013 - Current 5
Lpl Financial Villa Rica, GA Jul 2011 - Current 6
Various Insurance Carriers For W&r Insurance Agencies Villa Rica, GA Sep 2008 - Jul 2011 2
Waddell & Reed Inc. Atlanta, GA Aug 2008 - Jul 2011 2
Unemployed Atlanta, GA Feb 2008 - Jul 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Margaret A. Borden
Phone Number: 813-341-0960
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    5,298
    MILLIONS
  • Total Number of Accounts
    30,260
    ACCOUNTS
  • Average Account Value
    $175,078
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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