Advisor at LPL Enterprise
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Heber Springs, AR
Credentials
Series 66
Industry experience
7 years
Margaret Mcentire is a financial advisor with LPL Enterprise, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at Pruco Securities LLC, The Prudential Insurance Company of America, LPL Financial, Worth Wealth Management, and Valley Bank & Trust. She serves as a non-profit board member of the Rotary Club of Cleburne County. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.
Based on LPL Enterprise
Flat fees for financial planning services as negotiated with the IAR.
Up to $500 per hour for financial planning and consulting services.
Fee-only: Financial planning fees typically range from $0 to $15,000 or up to $500 per hour, negotiable and may be discounted or complimentary.
Heber Springs, AR
Arkansas · Kansas · Missouri
LPL Enterprise
2024 - Present (2 years)
Pruco Securities Llc
2023 - 2024 (1 year)
The Prudential Insurance Company Of America
2022 - 2022 (1 year)
Pruco Securities Llc
2022 - 2023 (1 year)
LPL Financial
2018 - 2021 (3 years)
Worth Wealth Management
2018 - 2018 (1 year)
Valley Bank & Trust/Tbk Bank
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Heber Springs, AR
Hulsey Capital Management, Inc.
Series 66
Fairfield Bay, AR
Edward Jones
Series 63, Series 66
Fairfield Bay, AR
Edward Jones
Series 63, Series 65
Heber Springs, AR
Cetera
Christine Schlicker is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Cetera since 2021, with prior experience at VOYA Financial Advisors and Integrity Financial, where she serves as president. Outside of her advisory role, she is involved in the sales and service of fixed insurance products through Integrity Financial, Inc. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts with model portfolios and third-party solutions, supported by a unique integration of retirement and institutional capabilities.
Series 66
Heber Springs, AR
Edward Jones
Series 63, Series 66
Heber Springs, AR
Edward Jones
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