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MA

Margaret A. Alford

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CRD#: 1187204
MA

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Margaret Ann Alford, who also goes by Margaret Ann Driscoll Alford, Peg Alford, Peggy Alford, Peg Driscoll, was a registered financial advisor .

Margaret is a previously registered financial advisor and started their career in finance in 1983. Margaret had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Margaret Ann Driscoll Alford | Peg Alford | Peggy Alford | Peg Driscoll

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 12, 2001 - September 15, 2009

AMERICAN MONEY MANAGEMENT GROUP

RIA
CRD#: 116490
TUCSON, AZ
Past

February 1, 1989 - March 1, 1991

PW SECURITIES, INC.

BD
CRD#: 6775
Past

May 21, 1984 - February 6, 1989

ILG SECURITIES CORPORATION

BD
CRD#: 422
Past

September 6, 1983 - May 4, 1984

OSAIC FS, INC.

BD
CRD#: 3870

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/21/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current firm


No current employment

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


No current employment

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