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Margaret Vrane

35 Years of Experience
Boynton Beach, FL
4 DisclosuresBroker

Margaret Vrane is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Boynton Beach, FL, with 35 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

8788 Boynton Beach Blvd, Suite 100, Boynton Beach, FL, 33472

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History

Regulatory History (4)
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Judgment / Lien
December 2016
Employment Separation After Allegations
November 2005
Customer Dispute
January 2000
Settled
Customer Dispute
December 1999
Settled
Other Business Activities

Margaret works as an independent contractor and financial advisor for Connor Financial Group, advising clients on investments. This takes about half of Margaret's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
June 2009 - Present · 16 yrs 11 mos
Raymond James Financial Services, INC.
November 2005 - Present · 20 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2005 - Present · 20 yrs 6 mos
Previous Registrations
Raymond James Financial Services
June 2006 - October 2009 · 3 yrs 4 mos
UBS Financial Services INC.
May 1994 - December 2005 · 11 yrs 7 mos
UBS Financial Services INC.Broker
May 1994 - December 2005 · 11 yrs 7 mos
Prudential Securities IncorporatedBroker
April 1990 - May 1994 · 4 yrs 1 mo
State Registrations19 states
ALCACOCTFLGAILINMAMDNCNJNYOHORPATXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.