MS
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Margaret Selby
18 Years of Experience
Morristown, NJ
1 DisclosureBroker
Margaret Selby is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Morristown, NJ, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
360 Mount Kemble Ave, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (1)
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Financial
April 2019Final
Other Business Activities
Margaret works as an operations manager and registered client service manager for 1792 Wealth Advisors, LLC since 2019. This takes about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
August 2017 - Present · 8 yrs 9 mos
Raymond James Financial Services, INC.Broker
August 2017 - Present · 8 yrs 9 mos
Previous Registrations
Morgan Stanley
July 2015 - August 2017 · 2 yrs 1 mo
Morgan StanleyBroker
June 2015 - August 2017 · 2 yrs 2 mos
Wells Fargo Advisors, LLC
January 2008 - February 2015 · 7 yrs 1 mo
Wells Fargo Advisors, LLCBroker
September 2007 - February 2015 · 7 yrs 5 mos
State Registrations3 states
NJNYPA
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.