MARG Financial Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Mid Atlantic Resource Group (MARG) is a diversified financial services firm headquartered in Wall, NJ with additional offices in Totowa and Hamilton NJ.  MARG is independently owned and operated with close to 40 years of experience working with individuals, corporate and professional clients.

Our mission is to strive to build secure financial futures for our clients and their families, create value for our clients and associates and make a difference every day!

Securities offered through Cetera Wealth Services LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA Insurance Lic# 0644976), member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services LLC site at https://cetera.com/cetera-wealth-services/disclosures

Find MARG Financial employees' phone numbers or email addresses

MARG Financial Global Highlights

Location
Employees

North America
62

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  • United States Of America
    62

Asia
1

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  • India
    1

MARG Financial's Leadership

  • Stylized image of a person
    L. B.
    Chief Executive Officer/Managing Partner
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  • Stylized image of a person
    J. T.
    Vice President Of Advisory
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    A. S.
    Managing Partner
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    K. H.
    Owner
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    A. N.
    Director Of Wealth Strategies
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    M. R.
    Director Of Recruiting & Advisor Development
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    R. B.
    Case Manager
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    R. Y.
    Account Manager - Employee Benefits
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MARG Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Human Resources
  • Accounting
  • Administrative
  • Other

Contact profiles from MARG Financial

Name
Title
Contact Info
Location
Last Update
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    K. M.
    Administrative Assistant
    Phone icon
    UNITED STATES
    Oct 22, 2024
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    K. B.
    Marketing/Communications Coordinator
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    United StatesNew Jersey
    Oct 28, 2025
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    M. R.
    Registered Representative
    Phone icon
    United StatesNew Jersey
    Aug 06, 2024
  • Stylized image of a person
    M. S.
    Financial Advisor
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    Oct 17, 2024
  • Stylized image of a person
    M. M.
    Benefits Administrator
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    UNITED STATES
    Oct 22, 2024
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    M. D.
    Certified Financial Planner
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    UNITED STATES
    Mar 07, 2023
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    R. D.
    Sales Executive
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    UNITED STATES
    Mar 07, 2023
  • Stylized image of a person
    R. F.
    Financial Advisor
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    United StatesNew Jersey
    Oct 22, 2025
  • Stylized image of a person
    T. B.
    Financial Representative
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    UNITED STATES
    Oct 22, 2024
  • Stylized image of a person
    T. S.
    Managing Member
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    Oct 22, 2024

Frequently Asked Questions

What is MARG Financial known for?

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MARG Financial was founded in 1975 operates in the Financial Services industry. The company's main headquarters is located in 1800 Route 34 Bldg 2 Suite 201 Wall, New Jersey United States; you can contact the main corporate office by phone at . Explore MARG Financial's company overview page for more information.

What is MARG Financial's most common email format?

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MARG Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more MARG Financial email formats with LeadIQ.

How many employees does MARG Financial have currently?

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MARG Financial has approximately 42 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are MARG Financial's key employees and leadership?

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As of February 2026, MARG Financial's key employees include:

  • Chief Executive Officer/Managing Partner: L. B.
  • Vice President Of Advisory: J. T.
  • Managing Partner: A. S.
  • Owner: K. H.
  • Director Of Wealth Strategies: A. N.

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