Margaret L. Bilby
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret L Bilby's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
June 13, 2025 - Present
GEN2 ADVISORS, LLC
March 15, 2024 - July 1, 2025
CYNDEO WEALTH PARTNERS
September 30, 2015 - April 15, 2024
DAVID VAUGHAN INVESTMENTS, LLC
June 21, 2011 - August 4, 2015
USAA FINANCIAL PLANNING SERVICES
June 7, 2011 - August 4, 2015
USAA FINANCIAL ADVISORS, INC.
September 26, 2007 - May 10, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 27, 2007 - May 10, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/13/2025)
Exams
Current Firm
GEN2 ADVISORS, LLC
CRD#: 336736 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 73 |
| AUM (Assets Under Management) | $ 51,982,200 |
Red Flags
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