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Series 7: Investment Information & Recommendations
Series 7 practice questionmediumMargin Accounts — Long Margin

A scenario: An investor deposits $30,000 cash into a new margin account. Under Regulation T, what is the maximum total market value of securities the investor can purchase?

  1. A$30,000
  2. B$45,000
  3. C$60,000✓ Correct answer
  4. D$120,000
Explanation

Why C$60,000

Under Reg T's 50% initial margin requirement, the investor must deposit at least 50% of the purchase price. With $30,000 in cash, the maximum purchase = $30,000 / 0.50 = $60,000. The investor deposits $30,000 (equity) and borrows $30,000 (debit balance) from the broker. The buying power of a margin account is 2x the cash deposited (at the 50% Reg T rate).

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