Margaret
Mcmahon

Transamerica Financial Advisors, Inc

CRD#6262695
Investment Advisor
in Denver, CO

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About this Advisor

Margaret Mcmahon is a financial advisor based in Denver, Colorado, working with Transamerica Financial Advisors, Inc. Margaret has previously held positions at Transamerica Financial Advisors, Inc, World Financial Group, Inc, King Soopers, The Pampered Chef, Net Law Group Inc, Iqvia - Medical Research Entity, and Wealthwave. Margaret has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Colorado. Currently, Margaret is part of Transamerica Financial Advisors, Inc, which operates out of Denver, Colorado. The firm has 276 offices and 1,127 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Transamerica Financial Advisors, Inc includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1333 W. 120Th Ave. Suite 101
Denver, CO 80234

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Transamerica Financial Advisors, Inc Brokerage Details

Total Assets Under Management

$1,619,430,178

CO Average: $1,855,561,029
Total Number of Employees

1,127

CO Average: 62
Total Number of Accounts

45,001

CO Average: 2,474
Average Account Size

$35,987

CO Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Margaret Mcmahon Work History

2020 - Present (5 years)

Net Law Group Inc

2016 - Present (9 years)

Wealthwave

2013 - Present (12 years)

Transamerica Financial Advisors, Inc

2013 - Present (12 years)

World Financial Group, Inc

2020 - 2020 (< 1 year)

Iqvia - Medical Research Entity

2006 - 2016 (10 years)

King Soopers

2005 - 2019 (14 years)

The Pampered Chef

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Disclosures

Please visit the SEC profile of Margaret Mcmahon 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 Transamerica Financial Advisors, Inc

Donald Coombs
Concord, CA
Kristine Gillard
Saint Petersburg, FL
Sergio Xula
Villa Park, IL
Kevin Brunkow
Englewood, CO
Angel Vidal
Port Jefferson Station, NY
Jennifer Lewis
Cincinnati, OH
Robin Corley
Falls Church, VA
Stephen Short
Ontario, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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