Margaret M. Twombly
Professional summary
Margaret Mary Twombly, who also goes by Margaret Z Twombly, Margaret Twombly, Margaret Mary Zajackowski, Margaret Zajackowski, is a registered financial advisor currently at TWOMBLY ASSET MANAGEMENT LLC located in Northfield, Illinois.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Margaret has worked at 6 firms and has passed the Series 65, Series 63, Series 31, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Mary Twombly's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 2, 2009 - Present
TWOMBLY ASSET MANAGEMENT LLC
Office #1: 222 Northfield Road Suite 200, Northfield, IL 60093September 5, 2008 - October 23, 2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
September 5, 2008 - October 23, 2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
July 1, 2003 - September 5, 2008
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - September 5, 2008
WELLS FARGO CLEARING SERVICES, LLC
January 28, 1998 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
November 21, 1997 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
February 24, 1988 - November 26, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 19, 1987 - March 4, 1988
J.P. MORGAN SECURITIES LLC
August 24, 1983 - November 26, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/2/2009)
(10/12/2009)
Exams
Current Firm
TWOMBLY ASSET MANAGEMENT LLC
CRD#: 151610 / SEC#: 801-70624
Contact information
Regulatory assets under management
| Total Number of Accounts | 108 |
| AUM (Assets Under Management) | $ 49,764,553 |
Red Flags
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