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Margaret L Bilby

CFP®
GEN2 ADVISORS
MAITLAND, FL
·CRD# 5011099·19 years experience

Professional Summary

Margaret L Bilby, CFP®, who also goes by Maggie Laughton Rogers, Margaret L Rogers, Margaret Laughton Rogers, Margaret Rogers, is a registered financial advisor currently at GEN2 ADVISORS, LLC located in Maitland, Florida. Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Margaret has worked at 6 firms and has passed the Series 66, SIE, Series 7, Series 51 and Series 24 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Maggie Laughton Rogers, Margaret L Rogers, Margaret Laughton Rogers, Margaret Rogers

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial PlannerSince 2016

Years of Experience

19 years in the financial services industry

Current & Past Employments

GEN2 ADVISORS, LLC·CRD# 336736
RIA
Maitland, FL
June 13, 2025 - Present
CYNDEO WEALTH PARTNERS·CRD# 307781
RIA
St. Petersburg, FL
March 15, 2024 - July 1, 2025
DAVID VAUGHAN INVESTMENTS, LLC·CRD# 105990
RIA
Winter Park, FL
September 30, 2015 - April 15, 2024
USAA FINANCIAL PLANNING SERVICES·CRD# 106352
RIA
Tampa, FL
June 21, 2011 - August 4, 2015
USAA FINANCIAL ADVISORS, INC.·CRD# 129035
BD
Tampa, FL
June 7, 2011 - August 4, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Saint Petersburg, FL
September 26, 2007 - May 10, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Saint Petersburg, FL
August 27, 2007 - May 10, 2011

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Current Firm

GA
GEN2 ADVISORS, LLC

GEN2 ADVISORS, LLC

CRD#: 336736
Florida
Registered Investment Advisory firm - Florida (6/13/2025 Approved)

Contact Information

Main Address

Maitland, FL

Phone Number

(407) 310-7609

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

73

AUM (Assets Under Management)

$51,982,200

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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.

Development Chair for Winter Park Day Nursery in Winter Park, FL. I do not receive any compensation for this position. It is a non-profit in town for which I volunteer.

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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.
IAR
Florida
(6/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2007About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2007About the Series 7 exam

Series 51 — Municipal Fund Securities Principal Examination

Passed Dec 2014About the Series 51 exam

Series 24 — General Securities Principal Examination

Passed Jul 2014About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Margaret L Bilby's CRS (Customer Relationship Summary).

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