Margaret Green is a registered investment advisor at Cetera Investment Advisers LLC, based in Hudson, MA, with 23 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
1 Cabot Rd, #225, Hudson, MA, 01749
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 Activities
Margaret is the owner of True Wealth Advisor Group, a marketing DBA, since 2022, and works as a financial professional contracted with Cetera Advisor Networks. She spends about 10-20% of her time overseeing the operation and working with clients.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
Sii Investments, INC.
Sii Investments, INC.Broker
Legacy Financial Services, INC.Broker
State Registrations18 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.