Margaret Reid
Margaret Reid is a registered investment advisor at Cetera Investment Advisers LLC, based in Irvine, CA, with 26 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
17500 Red Hill Ave Ste 230, Irvine, CA, 92614
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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
Margaret sells fixed insurance products such as life, health, disability, annuities, and long-term care as an insurance agent. She also operates Clover Financial Strategies as a financial advisor, dedicating about a quarter of her time to this business.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Capital Guardian, LLCBroker
Capital Guardian Wealth Management, LLC
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Esi Financial Advisors
Equity Services, INC.Broker
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
State Registrations10 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.