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Margaret Mertins Cargle

Heinz Investments

Atlanta, GA

CRD 7308495

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Employer firm

Heinz Investments CRD 127460

$96.8M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • GENERAL ADVISORY CONSULTATIONS

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

Current Employers
Heinz Investments

3825 Paces Walk Se Suite 200, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-03-28
  • GA RA
    APPROVED
    Since 2023-03-28

Branch Locations

3825 Paces Walk Se Suite 200, Atlanta, GA 30339 • 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
Heinz & Associates Atlanta GA 10/2014 03/2023
Heinz & Associates, Inc D/B/A Heinz Investments Atlanta GA 03/2023 Present
  • 10/2014 → 03/2023
    Heinz & Associates
    Atlanta, GA
  • 03/2023 → Present
    Heinz & Associates, Inc D/B/A Heinz Investments
    Atlanta, GA
Designations
  • Chartered Financial Consultant
Other Names
  • Maggie Mae Mertins

View on SEC IAPD

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