Margery Birkedal is a registered investment advisor, based in Laguna Woods, CA, with 28 years of industry experience.
Location
Laguna Woods, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Margery owns Margery Birkedal LLC, providing tax preparation and accounting services, dedicating about 10-20% of her time. She is also an agent for Avantax Insurance Agency and/or Avantax Insurance Services and may sell variable, fixed, and indexed annuities, as well as variable insurance products, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
Ameriprise Advisor Services, INC.
Ameriprise Advisor Services, INC.Broker
Birchtree Financial Services, INC.Broker
Waddell & Reed, INC.Broker
State Registrations14 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.