Margaret Emmet (CRD# 2863986) is an Investment Advisor Representative working at Maryland Financial Group, Inc. in Rockville, MD and has over 15 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Maryland Financial Group, Inc. Dba Barnett Wealth Advisors | Jacksonville, FL | Jul 2020 - Current | 3 |
Consolidated Brokerage Network | Jacksonville, FL | Aug 2016 - Current | 7 |
Halsted Companies, Dba Barnett Wealth Advisors | Jacksonville, FL | Apr 2016 - Current | 8 |
Lpl Financial LLC | Jacksonville, FL | Apr 2016 - Current | 8 |
Transamerica Financial Advisors, Inc. | Jacksonville, FL | Jul 2014 - Apr 2016 | 1 |
Massmutual Financial Group | Jacksonville, FL | Jun 2011 - Jul 2014 | 3 |
Mml Investors Services Inc. | Mount Pleasant, SC | Mar 2009 - Jul 2014 | 5 |
Mass Mutual Life Insurance Company | Mount Pleasant, SC | Mar 2009 - Jul 2014 | 5 |
Halstead Properties, LLC | Mount Pleasant, SC | Feb 2006 - Jul 2014 | 8 |
Boykin Farms LLC | Mount Pleasant, SC | Jan 2005 - Jul 2014 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 2009 |
S65 | NASAA Investment Advisors Law Examination | Jun 2020 |
- FL
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Total Assets Under Management1,112MILLIONS
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Total Number of Accounts3,859ACCOUNTS
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Average Account Value$288,261
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, DC, DE, FL, GA, KY, LA, MA, MD, NC, NH, NY, PA, SC, TX, VA
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