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Margaret Gelina O'HEarn

Raymond James & Associates, Inc.

Walnut Creek, CA

Walnut Creek, CA

CRD 5966027

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-06
CA RA APPROVED 2011-10-27
  • TX RA
    APPROVED_RES
    Since 2022-06-06
  • CA RA
    APPROVED
    Since 2011-10-27

Branch Locations

2999 Oak Road Suite 1030, Walnut Creek, CA 94597 • United States

Walnut Creek, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James And Associates Walnut Creek CA 08/2011 Present
  • 08/2011 → Present
    Raymond James And Associates
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-26
  • S66 Uniform Combined State Law Examination
    2011-10-26
Designations
  • Certified Financial Planner
Other Names
  • Margaret Gelina Deitrick
  • Margaret Gelina Zamuto

View on SEC IAPD

Nearby Firms

USCF ADVISERS
BURTON ENRIGHT WELCH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Nearby Investors

CHRISTOPHER STEPHEN HUGHES
Gerwin de Haan
KELLY METZLER RANDALL

Nearby Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA

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