Margaret Suite-Arnold
Margaret Suite-Arnold is a registered investment advisor at Osaic Wealth, INC., based in China Grove, NC, with 39 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
603 N Main St, China Grove, NC, 28023
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2021Customer Dispute
February 2016Other Business ActivitiesSells Insurance
Margaret owns Victory Wealth Management and Victory Wealth Management, Inc., dedicating minimal time to the latter for tax preparation and life insurance/Medicare supplement activities. She spends a significant amount of time (800 hours) on Victory Wealth Management, providing financial consulting services similar to her work at Step by Step Financial Consultants.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Fsc Securities CorporationBroker
Fsc Securities Corporation
Advantage Capital Corporation
Advantage Capital CorporationBroker
Advantage Capital CorporationBroker
Mimlic Sales CorporationBroker
Jmc Financial CorporationBroker
Planned Management CompanyBroker
Derand Investment Corporation of AmericaBroker
Marion Bass Securities CorporationBroker
Fsc Securities CorporationBroker
Waddell & Reed, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.