Margaret Sullivan
Investment adviser representative at Kestra Advisory Services, LLC
20 yearsExperience
2 statesRegistered in
ChFC®Designation
$79.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Kestra Advisory Services, LLCSep 2025 to now
- Kestra Investment Services, LLCSep 2025 to now
- Commonwealth Financial NetworkAug 2007 to Sep 2025
- Thomas Savone & AssociatesSep 2006 to Sep 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4656393
- Firm CRD
- 283330