Margaret Elizabeth Mahone

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 11/2016
  Wells Fargo Advisors, Llc
  Atlanta, GA
• 11/2016 → Present
  Wells Fargo Clearing Services, Llc
  Atlanta, GA

Previous Registrations

• 2012-10-01 → 2015-10-07
  J.P. Morgan Securities Llc
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
• 2011-07-01 → 2012-10-01
  Chase Investment Services Corp.
  Marietta, GA
  Dunwoody, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
  Marietta, GA
• 2003-03-28 → 2011-06-13
  Valic Financial Advisors, Inc.
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA
  Atlanta, GA

Other Businesses

BLUE STONE LOFTS CONDO ASSOCIATION; NOT INVESTMENT RELATED; ATLANTA,GA; BOARD OF DIRECTORS; START DATE 03/17/2021; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; ATTENDING MEETINGS TO DISCUSS BUDGET, FINANCES, BIDS, MAINTENACE AND REPAIR PROJECTS, BYLAWS, AND COMPLAINTS. BLUE STONE LOFTS HOA ; INV RELATED;ATLANTA,GA; HOMEOWNERS ASSOCIATION; FINANCE COMMITTEE MEMBER; START DATE: 05/01/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-26
• S63 Uniform Securities Agent State Law Examination
  1998-12-02

Other Names

• Molly Mahone
• Margaret Elizabeth Mahone
• Molly Mahone-Swilley
• Margaret Elizabeth Mahone-Swilley