MA
MA

Margaret Archer

36 Years of Experience
Atlanta, GA
3 DisclosuresBroker

Margaret Archer is a registered investment advisor at Wells Fargo Advisors, based in Atlanta, GA, with 36 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3414 Peachtree Road Ne, Suite 1100, 11th Floor, Atlanta, GA, 30326

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2002
Pending
Customer Dispute
November 2000
Denied
Employment Separation After Allegations
September 1990
Other Business Activities

Margaret owns Archer Wealth Management LLC, is a trustee for Archer Wealth Management LLC 401k, owns rental property in Hilton Head Island, and owns Archer Family LLC which holds rental property. She spends about a quarter of her time on Archer Wealth Management LLC and minimal time on the other activities.

Employment History
Current Registrations
Wells Fargo Advisors
August 2019 - Present · 6 yrs 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2009 - August 2019 · 10 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2009 - August 2019 · 10 yrs 3 mos
Citigroup Global Markets INC.
November 2003 - May 2009 · 5 yrs 6 mos
Citigroup Global Markets INC.Broker
September 1994 - May 2009 · 14 yrs 8 mos
Hamilton Investments, INC.Broker
August 1991 - October 1994 · 3 yrs 2 mos
Chatfield Dean & CO., INC.Broker
December 1990 - January 1991 · 1 mo
Alliance Securities CorporationBroker
September 1990 - April 1991 · 7 mos
Whitehouse & Moore Investments, INC.Broker
August 1990 - October 1990 · 2 mos
L.M. Drew & AssociatesBroker
August 1990 - August 1990 · 0 mos
Blinder, Robinson & CO., INC.Broker
August 1989 - August 1990 · 1 yr
State Registrations19 states
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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.