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Margaret Mccarver

26 Years of Experience
St. Petersburg, FL
Broker

Margaret Mccarver is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, St. Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Margaret owns rental real estate property since 2020, providing upkeep and collecting rent. She dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2010 - February 2013 · 3 yrs 1 mo
Morgan Keegan & Company, INC.Broker
December 2009 - February 2013 · 3 yrs 2 mos
UBS Financial Services INC.
February 2004 - November 2009 · 5 yrs 9 mos
UBS Financial Services INC.Broker
August 2000 - November 2009 · 9 yrs 3 mos
J.C. Bradford & CO.Broker
July 1999 - August 2000 · 1 yr 1 mo
State Registrations1 state
TN
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.