ME
Margaret B. Emmet
HEADLAND CAPITAL
Jacksonville, FL
Some features on this profile are disabled
CRD#: 2863986
ME
Professional summary
Margaret Barnett Emmet, who also goes by Liza Barnett, Margaret Elizabeth Barnett, is a registered financial advisor currently at HEADLAND CAPITAL located in Jacksonville, Florida and LPL FINANCIAL LLC located in Jacksonville, Florida.
Margaret is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Margaret has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Liza Barnett | Margaret Elizabeth Barnett
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.
1). Barnett Wealth Advisors; Investment Related; At Reported Business Locations(s); Insurance Agent; Start Date: 8/1/2014; 160 hours devoted monthly; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; Non-Variable Insurance - Life, DI, LTC, fixed annuities. 2.) Barnett Wealth Advisors; Investment Related; At Reported Business Location(s); DBA for LPL Business (entity for LPL business); Start Date 8/1/2014; 160 hours devoted monthly; 160 hours devoted monthly during trading hours; DBA. 3.) Halsted Companies, LLC; Investment Related; At Reported Business Location(s); Business Entity For Tax/Investment Purposes Only; Start Date: 8/1/2014; 160 hours devoted monthly; 160 hours devoted monthly during trading hours. 4.) Consolidated Brokerage LLC; Investment Related; At Reported Business Locations(s); LLC; Insurance Agency; Managing Member; Start Date: 8/01/2016; 5 hours devoted monthly; 5 hours devoted monthly during trading hours; Write insurance for clients and work with other advisors for brokerage insurance. 5.) Coastal Wealth Management; Investment Related; At Reported Business Location(s); DBA for LPL Business (entity for LPL business); IAR; Start Date: 4/08/2019. 6.) St. Johns Capital Partners; Not Investment Related; 4417 Beach Boulevard, Suite 302 Jacksonville, FL 32207; Business Entity For Tax/Investment Purposes Only; Start Date: 9/21/2020; 0 hours devoted monthly; 0 hours devoted during trading hours; Entity was created to hold commercial real estate properties. 7.) Headland Capital, LLC; Investment Related; At Reported Business Location(s); LLC; Registered Investment Advisor Hybrid; Start Date 12/16/2024; 160 hours devoted monthly; 6 hours devoted monthly during trading hours; I provide investment advisory services through Headland Capital, LLC, an independent investment advisor firm. The firm is separate from and independent of LPL Financial. 8.) Pearl; Not Investment Related; 3764 Ortega Blvd. Jacksonville, FL 32210; Sole Proprietorship; Host of Clothing Trunk Show; Start Date: 09/2023; 20 hours devoted monthly twice per year; 20 hours devoted monthly twice per year during trading hours; Occurs in one week of the month; Sell clothes from a boutique designer. 9.) The Jacksonville History Center; Not Investment Related; 314 Palmetto Street Jacksonville, FL 32202; Non-Profit; Board Member; Start Date: 01/2024; 2 hours devoted monthly; 0 hours devoted during trading hours; Board Member and serve on the Executive Board. 10.) LPL Financial LLC; Investment Related; 1055 LPL Way Fort Mill, SC 297158; Broker Dealer; Registered Representative; Start Date: 07/2024; 40 hours devoted monthly; 40 hours devoted monthly during trading hours; Collect fees through RIA and commissions; Brokerage business. 11.) The Florida Yacht Club; Not Investment Related; 515 Yacht Club Road Jacksonville, FL 32210; Private Club; Committee Member; Start Date: 01/2025; 2 hours devoted monthly; 0 hours devoted monthly during trading hours; I am on the membership and finance committee where I advise on projects and membership.
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Barnett Emmet's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 17, 2025 - Present
HEADLAND CAPITAL
RIA
CRD#: 332277
Jacksonville, FL
Current
April 27, 2016 - Present
LPL FINANCIAL LLC
Office #1: 4438 Herschel Street, Jacksonville, FL 32210RIA
BD
CRD#: 6413
Jacksonville, FL
Past
July 21, 2020 - December 18, 2024
MARYLAND FINANCIAL GROUP, INC.
RIA
CRD#: 122320
Jacksonville, FL
Past
July 9, 2014 - May 11, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
JACKSONVILLE, FL
Past
April 14, 2009 - July 15, 2014
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
JACKSONVILLE, FL
Past
July 10, 1998 - February 23, 2006
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HC
HEADLAND CAPITAL
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC
CRD#: 332277 / SEC#: 801-130923
RIA
Registered Investment Advisory firm - (9/24/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(4/27/2016)
IAR
Florida(3/17/2025)
RR
Georgia(4/27/2016)
RR
Kansas(1/3/2022)
RR
Maine(4/5/2022)
RR
South Carolina(4/27/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HC
HEADLAND CAPITAL
BARNETT WEALTH ADVISORS, LLC | UPCHURCH & CORN ADVISORS, LLC | HEADLAND CAPITAL, LLC | HEADLAND CAPITAL | COASTAL WEALTH MANAGEMENT, LLC
CRD#: 332277 / SEC#: 801-130923
RIA
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Contact information
Main Address
300 West Coleman Blvd. Suite 204, Mt. Pleasant, SC 29464
Mailing Address
Phone number
(843) 388-4300
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,509 |
| AUM (Assets Under Management) | $ 403,025,177 |
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.
