Unclaimed Profile

Margaret Rose Mcdowell

ARBOR WEALTH MANAGEMENT, LLC·MIRAMAR BEACH, Florida

Series 6, Series 63, Series 65Clean record22 years registeredARBOR WEALTH MANAGEMENT, LLC

13330 EMERALD COAST PARKWAY, MIRAMAR BEACH, FL 32550CRD# 2797603Firm CRD# 153640

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Margaret Rose Mcdowell · MIRAMAR BEACH, FL

Registration

CRD #2797603 · ARBOR WEALTH MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARBOR WEALTH MANAGEMENT, LLC

ARBOR WEALTH

Jul 2010 – Mar 2022

MIRAMAR BEACH, FL

MONEY PROFESSIONALS, LLC

Jul 2004 – Aug 2010

DESTIN, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · July 29, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARBOR WEALTH MANAGEMENT, LLC

CRD 153640 · SEC 801-80638

AUM

$360M

Regulatory assets under management

Employees

995 client accounts

Services offered by ARBOR WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARBOR WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Margaret Rose Mcdowell offer?

Margaret Rose Mcdowell specializes in Financial Planning, Investment Management.

What are Margaret Rose Mcdowell's credentials?

Margaret Rose Mcdowell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret Rose Mcdowell located?

Margaret Rose Mcdowell is based in MIRAMAR BEACH, Florida, last registered with ARBOR WEALTH MANAGEMENT, LLC.

How does Margaret Rose Mcdowell charge for services?

Margaret Rose Mcdowell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARBOR WEALTH MANAGEMENT, LLC?

ARBOR WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $360M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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