Margo Dowd (CRD# 7573132) is an Investment Advisor Representative working at Gladstone Wealth Partners in Warren, PA and has 1 year of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 4146223
Ubs Financial Services Inc.
CRD# 2107480
Millennial Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gladstone Wealth Partners | Erie, PA | Oct 2022 - Current | 1 |
| Lpl Financial LLC | Erie, PA | Jun 2022 - Current | 1 |
| Pnc Private Bank | Erie, PA | May 2018 - Jun 2022 | 4 |
| Red Letter Hospitality | Erie, PA | Oct 2018 - Aug 2019 | < 1 |
| Darden Restaurants | Erie, PA | May 2018 - Aug 2019 | 1 |
| Penn State Erie, The Behrend College | Erie, PA | Aug 2015 - May 2019 | 3 |
| Roadhouse 698 | Edinboro, PA | Aug 2018 - Nov 2018 | < 1 |
| Noosa | Erie, PA | Jun 2018 - Oct 2018 | < 1 |
| Bkd, LLC | Erie, PA | May 2017 - Jul 2017 | < 1 |
| Captain Mcfinn And Friends | Erie, PA | Sep 2016 - Mar 2017 | < 1 |
| Happi 927 | Erie, PA | Jun 2015 - Sep 2016 | 1 |
| Conneaut Lake Park | Conneaut Lake, PA | May 2013 - Aug 2016 | 3 |
| Meadville Area Senior High School | Meadville, PA | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- PA
-
Total Assets Under Management4,004MILLIONS
-
Total Number of Accounts15,270ACCOUNTS
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Average Account Value$262,205
- 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)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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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