MF
CFP
MF
CFP

Margaret Folk

10 Years of Experience
Lancaster, PA
Broker

Margaret Folk is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lancaster, PA, with 10 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

202 Willow Valley Square, Lancaster, PA, 17602

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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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2016 - Present · 10 yrs 1 mo
Raymond James Financial Services, INC.Broker
February 2016 - Present · 10 yrs 3 mos
State Registrations19 states
AKAZCACOCTDEFLGAMAMDMINCNJNYOHORPASCVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.