MS
Margaret Swinney
from Acorn Financial Advisory Services, Inc.
Margaret Swinney is a financial advisor based in Virginia, Reston,
with 27 years of experience. Margaret currently works for
Acorn Financial Advisory Services, Inc..
Margaret maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Margaret Swinney works at Acorn Financial Advisory Services, Inc.
Acorn Financial Advisory Services, Inc. is a financial advisory firm based in Reston, Virginia. It currently has approximately $907,573,220 of assets under management and employs about 24 people. Acorn Financial Advisory Services, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and a percentage of assets managed via a subadvisory arrangement.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
18 years
Fee structure
A percentage of assets under your management, hourly charges, fixed fees and a percentage of assets managed via a subadvisory arrangement
Office location
1875 Campus Commons Drive, Suite 100, Reston, Virginia, 20191
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