Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Gail Truitt is an Investment Advisor Representative at Cahaba Wealth Management, Inc., a firm based in Atlanta, Georgia. Margaret is a graduate of Homewood High School, St. Olaf College, and Xavier University. Margaret has been in the financial industry since 2022, working for Cahaba Wealth Management. Margaret is licensed in Tennessee as an Investment Advisor Representative. Margaret holds the Series 65 license. Margaret specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Margaret primarily works with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
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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TN
01/02/2025 - Present
Cahaba Wealth Management, Inc. (Nashville TN)
IA
Issued 07/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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