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Margaret Grier

9 Years of Experience
Greenwood, SC
BrokerSells Insurance

Margaret Grier is a registered investment advisor, based in Greenwood, SC, with 9 years of industry experience.

Location

104 Maxwell Avenue the Greenwood Building, Suite 3, Greenwood, SC, 29646

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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 ActivitiesSells Insurance

Margaret works as an Investment & Insurance Coordinator at a financial institution, dedicating about a quarter of her time to coordinating insurance and investment solutions. She also works as a dog walker, is Board President for Girls on the Run, and a board member for South Carolina Virtual Charter School.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
January 2026 - Present · 6 mos
Cetera Investment Advisers LLC
January 2026 - Present · 6 mos
Previous Registrations
LPL Financial LLCBroker
May 2025 - December 2025 · 7 mos
LPL Financial LLC
May 2025 - December 2025 · 7 mos
Cuso Financial Services, L.P.
October 2019 - May 2025 · 5 yrs 7 mos
Cuso Financial Services, L.P.Broker
October 2016 - May 2025 · 8 yrs 7 mos
State Registrations7 states
CACODCGALANCSC
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.
Margaret Grier - Financial Advisor | TrueAdvisor