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

In a long margin account, equity is calculated as:

  1. AMarket value plus debit balance
  2. BMarket value minus debit balance✓ Correct answer
  3. CDebit balance minus market value
  4. DMarket value divided by debit balance
Explanation

Why BMarket value minus debit balance

In a long margin account, equity equals the current market value of the securities minus the debit balance (the amount borrowed from the broker). For example, if securities are worth $100,000 and the debit balance is $50,000, the equity is $50,000. The debit balance represents the margin loan, which the investor must eventually repay plus interest.

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