Margaret Elizabeth Mahone

CRD 3144079 · Wells Fargo Advisors · Atlanta, GA

IA RegisteredBroker

Also appears in the source record as: Molly Mahone; Margaret Elizabeth Mahone-Swilley; Molly Mahone-Swilley

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 65Series 63
Registered states (15): California · Colorado · Florida · Georgia · Louisiana · Mississippi · New York · North Carolina · Pennsylvania · Puerto Rico · South Carolina · Tennessee · Texas · Virginia · Washington
Years in the industry (source record): 27
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 3144079 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Wells Fargo Advisors
Firm CRD: 19616
SEC number: 801-37967
Assets under management: $671.4B as of Jun 23, 2026
Website: www.twitter.com/WFINVESTING ↗
Phone: 314-875-3000
Firm location: St. Louis, MO, 63103-2205

Employment history (9)

From the source registration record · current first

Wells Fargo AdvisorsCurrent
Atlanta, GA · IA capacity

start not retrieved → present
Wells Fargo Clearing Services, LLCCurrent
Atlanta, GA · BC capacity

start not retrieved → present
J.P. Morgan Securities LLC
Marietta, GA · IA capacity

Oct 1, 2012 → Oct 7, 2015
J.P. Morgan Securities LLC
Marietta, GA · BC capacity

Oct 1, 2012 → Oct 7, 2015
Chase Investment Services Corp.
Marietta, GA · IA capacity

Jul 1, 2011 → Oct 1, 2012
Chase Investment Services Corp.
Marietta, GA · BC capacity

Jun 28, 2011 → Oct 1, 2012
Valic Financial Advisors, Inc.
Atlanta, GA · IA capacity

Mar 28, 2003 → Jun 13, 2011
Valic Financial Advisors, Inc.
Atlanta, GA · BC capacity

Jul 15, 1999 → Jun 13, 2011
The Variable Annuity Marketing Company
Houston, TX · BC capacity

Nov 20, 1998 → Dec 31, 2001

Source & corrections

Where this page comes from

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