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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Sandy is a financial advisor and Registered Investment Advisor (RIA) in Birmingham, Alabama. Margaret currently works with The Welch Group, LLC where she provides financial advice to clients. Margaret Sandy is a Certified Financial Planner and has been in the financial industry since 2011. Margaret has experience working for firms like Warren Averett Asset Management, The University of Alabama, Monkees of Mountain Brook, RealtySouth, Shipt, LLC and Birmingham-Southern College. Margaret Sandy is a Registered Investment Advisor (RIA) and holds a Series 65 license in Alabama and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advice on matters not involving securities.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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AL
11/06/2022 - Present
THE Welch Group, LLC (BIRMINGHAM AL)
IA
Issued 05/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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