Margaret
Keough
Merit Financial Advisors
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About this Advisor
Margaret Keough is a financial advisor based in Issaquah, Washington, working with Merit Financial Advisors. Margaret has previously held positions at Snider Financial Group, Way To The Quad, Opes Advisors, Inc, Lpl Financial LLC, Triad Investment Management, LLC, Brian Rubens, Dds, Christopher Steen, Dds, Md, Ps, College Aid Pro, and Merit Financial Group LLC. Margaret has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Margaret is part of Merit Financial Advisors, which operates out of Issaquah, Washington. The firm has 47 offices and 258 employees. The firm manages assets totaling $7.3 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, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Merit Financial Advisors includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Merit Financial Advisors Brokerage Details
$7,252,133,507
258
25,088
$289,068
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Margaret Keough Work History
Merit Financial Group LLC
College Aid Pro
Christopher Steen, Dds, Md, Ps
Triad Investment Management, LLC
Lpl Financial LLC
Snider Financial Group
Opes Advisors, Inc
Brian Rubens, Dds
Way To The Quad
Disclosures
Please visit the SEC profile of Margaret Keough to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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