Margaret
Martin
Vanderbilt Advisory Services
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About this Advisor
Margaret Martin is a financial advisor based in Santa Rosa, California, working with Vanderbilt Advisory Services. Margaret has previously held positions at Pfs Investments Inc, Primerica Financial Services, Ronald J. Martin O.D. A P.O.C, Parsonex, Vanderbilt Securities, LLC, Masterpiece Financial Group, and Vanderbilt Advisory Services. Margaret has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Margaret is part of Vanderbilt Advisory Services, which operates out of Santa Rosa, California. The firm has 25 offices and 107 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Vanderbilt Advisory Services includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Vanderbilt Advisory Services Brokerage Details
$1,103,544,071
107
5,069
$217,704
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Margaret Martin Work History
Vanderbilt Securities, LLC
Masterpiece Financial Group
Vanderbilt Advisory Services
Ronald J. Martin O.D. A P.O.C
Parsonex
Pfs Investments Inc
Primerica Financial Services
Disclosures
Please visit the SEC profile of Margaret Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vanderbilt Advisory Services
Hudson, MA
Woodbury, NY
Woodbury, NY
Brookline, MA
Woodbury, NY
Warwick, NY
Carle Place, NY
Woodbury, NY
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