Margaret F. Doviak
Professional summary
Margaret Frazier Doviak, CFP®, who also goes by Margaret Elizabeth Frazier Doviak, Peggy Frazier, is a registered financial advisor currently at D.M. WEALTH MANAGEMENT, INC. located in Norman, Oklahoma.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Margaret has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Frazier Doviak's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
September 29, 2003 - Present
D.M. WEALTH MANAGEMENT, INC.
Office #1: 201 East Main Street, Norman, OK 73069May 26, 2006 - July 17, 2007
LEGACY WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/29/2003)
(3/18/2016)
Current Firm
D.M. WEALTH MANAGEMENT, INC.
CRD#: 128194 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 431 |
| AUM (Assets Under Management) | $ 49,894,221 |
Red Flags
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Company Information
D.M. WEALTH MANAGEMENT, INC.
CRD#: 128194Norman, OK 73069TRUST BUT VERIFY
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