Margaret M. Gooley
Professional summary
Margaret Mattox Gooley, CFP®, who also goes by Margaret Lorraine Mattox, is a registered financial advisor currently at REIFY WEALTH ADVISORS, INC. located in Indianapolis, Indiana.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Margaret has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Mattox Gooley's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
June 14, 2018 - Present
REIFY WEALTH ADVISORS, INC.
Office #1: 3500 Depauw Blvd. Suite 1035, Indianapolis, IN 46268January 20, 2017 - April 13, 2018
SCHWAB WEALTH ADVISORY, INC.
October 19, 2015 - January 20, 2017
CHARLES SCHWAB & CO., INC.
May 21, 2014 - October 19, 2015
SCHWAB WEALTH ADVISORY, INC.
July 25, 2013 - May 21, 2014
CHARLES SCHWAB & CO., INC.
July 27, 2007 - April 13, 2018
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
REIFY WEALTH ADVISORS, INC.
CRD#: 121978 / SEC#: 801-123324
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/14/2018)
(11/7/2023)
Exams
Current Firm
REIFY WEALTH ADVISORS, INC.
CRD#: 121978 / SEC#: 801-123324
Contact information
SEC notice filing (8 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 873 |
| AUM (Assets Under Management) | $ 445,469,482 |
Red Flags
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