MS
CFP
MS
CFP

Margaret Starner

45 Years of Experience
Coral Gables, FL
1 DisclosureBroker

Margaret Starner is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Coral Gables, FL, with 45 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

2333 Ponce De Leon Blvd., Suite 500, Coral Gables, FL, 33134

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History

Regulatory History (1)
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Customer Dispute
December 2009
Settled
Other Business Activities

Margaret is a director at the John T. Macdonald Foundation, chairing the School Health Program, and spends minimal time on this. She is also a founder and board member of the Women's Leadership Alliance, dedicating minimal time to this investment-related activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 1983 - Present · 42 yrs 10 mos
Raymond James & Associates, INC.Broker
March 1981 - Present · 45 yrs 2 mos
State Registrations37 states
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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.