Margaret R. Sucre'-vail
Professional summary
Margaret Rose Sucre'-vail, who also goes by Margaret Giles, Margaret Rose Sucre, Margaret R Sucre-vail, Margaret Rose Sucre-vail, Margaret R Sucrevail, is a registered financial advisor currently at SUCRE'-VAIL WEALTH ADVISORS located in Houston, Texas.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Margaret has worked at 9 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Rose Sucre'-vail's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 31, 2003 - Present
SUCRE'-VAIL WEALTH ADVISORS
Office #1: 16862 Royal Crest, Houston, TX 77058November 20, 2007 - January 14, 2008
FORTUNE FINANCIAL SERVICES, INC.
October 26, 2007 - November 19, 2007
FORTUNE FINANCIAL SERVICES, INC.
January 3, 2006 - October 12, 2007
PURSHE KAPLAN STERLING INVESTMENTS
April 24, 2001 - April 20, 2004
FREEDOM FINANCIAL, INC.
January 11, 2000 - August 23, 2000
SUMMIT BROKERAGE SERVICES, INC.
March 26, 1993 - April 1, 1993
RUSHMORE SECURITIES CORPORATION
December 5, 1989 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
December 5, 1989 - February 8, 2000
SIGNATOR INVESTORS, INC.
September 16, 1987 - October 17, 1989
FIRST FINANCIAL SECURITIES OF AMERICA, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/31/2003)
Exams
Current Firm
SUCRE'-VAIL WEALTH ADVISORS
CRD#: 114679 / SEC#: 801-63217
Contact information
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 48,120,000 |
Red Flags
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