Margaret Horsley (CRD# 7288968) is an Investment Advisor Representative working at Glassy Mountain Advisors, Inc. in Bethesda, MD and has over 3 years of experience in the finance industry. Margaret Horsley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Glassy Mountain Advisors, Inc. | Bethesda, MD | Apr 2024 - Current | < 1 |
| Glassy Mountain Advisors, Inc. | Bethesda, MD | May 2023 - Current | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Aug 2021 - Apr 2023 | 1 |
| Richard Worrell | Charlotte, NC | Apr 2021 - Apr 2023 | 2 |
| Northwestern Mutual Investment Services LLC | Charlotte, NC | Apr 2021 - Apr 2023 | 2 |
| Richard Worrell | Charlotte, NC | Feb 2021 - Apr 2021 | < 1 |
| The Vanguard Group | Charlotte, NC | Aug 2020 - Feb 2021 | < 1 |
| Wake Forest University | Winston Salem, NC | May 2019 - Aug 2020 | 1 |
| Wake Forest University | Winston Salem, NC | Aug 2016 - May 2020 | 3 |
| Student | Richmond, VA | Mar 2010 - Aug 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
- CO
- DC
- FL
- MD
- NY
- NC
- VA
-
Total Assets Under Management278MILLIONS
-
Total Number of Accounts305ACCOUNTS
-
Average Account Value$911,577
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, DC, FL, MD, NC, NY, VA
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