Margaret James (CRD# 6936105) is an Investment Advisor Representative working at First Trust Advisors LP in Nichols Hills, OK and has over 5 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First Trust Portfolios LP | Wheaton, IL | Apr 2018 - Current | 6 |
| First Trust Advisors LP | Wheaton, IL | Apr 2018 - Current | 6 |
| Power Reviews | Chicago, IL | Jan 2017 - Feb 2018 | 1 |
| Paycom | Oklahoma City, OK | Mar 2016 - Jan 2017 | < 1 |
| Xactly Corporation | Denver, CO | Aug 2015 - Feb 2016 | < 1 |
| Oklahoma University | Norman, OK | Sep 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- IL
-
Total Assets Under Management210,879MILLIONS
-
Total Number of Accounts2,926ACCOUNTS
-
Average Account Value$72,070,745
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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