Mary Ellington (CRD# 5682100) is an Investment Advisor Representative working at Avantax Advisory Services in Lafayette, La, Us, LA and has over 12 years of experience in the finance industry.
CRD# 3180794
Vermilion Asset Management, LLC
CRD# 5252838
Avantax Advisory Services
CRD# 6492477
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kcs Wealth Advisors, Llc Dba Kore Financial Group | Lafayette, LA | Nov 2023 - Current | < 1 |
| Avantax Advisory Services | Lafayette, LA | Oct 2019 - Current | 4 |
| Avantax Investment Services, Inc. | Lafayette, LA | Oct 2019 - Current | 4 |
| Kolder, Slaven & Co, LLC | Lafayette, LA | Jan 2018 - Current | 6 |
| Avantax Insurance Services, Inc. | Lafayette, LA | Jan 2013 - Current | 11 |
| 1st Global Capital Corp. | Lafayette, LA | Jan 2013 - Oct 2019 | 6 |
| 1st Global Advisors Inc. | Lafayette, LA | Jan 2013 - Oct 2019 | 6 |
| Kolder, Champagne, Slaven & Company, LLC | Lafayette, LA | Nov 2012 - Jan 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- LA
-
Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
-
Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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