![Margaret Little, financial advisor Virginia Beach VA](/img/ws/profile-blank-sq.png)
Margaret Little
CRD Number: 2553393Current Firm: United Planners' Financial Services Of America A Limited Partner
Margaret Little (CRD# 2553393) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Virginia Beach, VA and has over 29 years of experience in the finance industry.
![Arthur Grizzle, financial advisor Virginia Beach VA](/img/ws/profile-blank-sq.png)
CRD# 5685783
Martello Investments, LLC
![David Abbott, financial advisor Virginia Beach VA](/img/ws/profile-blank-sq.png)
CRD# 6445258
Fidelity Personal And Workplace Advisors
![Lisa Adamonis Pile, financial advisor Virginia Beach VA](/img/ws/profile-blank-sq.png)
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Margaret Little, Cdfa | Virginia Beach, VA | Jan 2021 - Current | 3 |
Greenwich Partners, LLC | Suffolk, VA | Mar 2019 - Current | 5 |
Equestrian Sports Judge | Virginia Beach, VA | Apr 2012 - Current | 12 |
Us Equestrian Federation | Lexington, KY | Apr 2012 - Current | 12 |
Collaborative Divorce Solutions Of Tidewater | Virginia Beach, VA | Nov 2011 - Current | 12 |
Collaborative Divorce Solutions Of Tidewater | Virginia Beach, VA | Nov 2011 - Current | 12 |
Finra - Consultant/arbitrator | Virginia Beach, VA | Aug 2004 - Current | 19 |
United Planners Financial Services | Scottsdale, AZ | Oct 2003 - Current | 20 |
Margaret Verdery Little | Virginia Beach, VA | Feb 1995 - Current | 29 |
Virginia Financial Planning | Virginia Beach, VA | Mar 2016 - May 2020 | 4 |
Financial Designs Of Virginia | Virginia Beach, VA | Oct 2003 - Dec 2015 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1994 |
S65 | NASAA Investment Advisors Law Examination | Dec 1994 |
- VA
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
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