Margaret A. Mcnabb
Professional summary
Margaret Ann Mcnabb, CFP® is a registered financial advisor currently at PORTFOLIOSBOSTON located in Dennis, Massachusetts.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Margaret has worked at 5 firms and has passed the Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Ann Mcnabb's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 15, 1994 - Present
PORTFOLIOSBOSTON
Office #1: 1070 Rte 134, Dennis, MA 02641April 5, 1994 - September 7, 2000
SECURITIES SERVICE NETWORK, LLC
March 22, 1981 - December 24, 1986
AMERICAN EXPRESS FINANCIAL CORPORATION
March 22, 1981 - April 7, 1994
IDS LIFE INSURANCE COMPANY
March 22, 1981 - April 7, 1994
AMERIPRISE FINANCIAL SERVICES, 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
(4/15/1994)
Exams
Current Firm
PORTFOLIOSBOSTON
CRD#: 133132 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 19,370,000 |
Red Flags
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Company Information
PORTFOLIOSBOSTON
CRD#: 133132Dennis, MA 02641TRUST BUT VERIFY
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