Mary Ann Sullivan (CRD# 7724750) is an Investment Advisor Representative working at South Bay Financial Partners in Mammoth Lakes, CA and has 1 year of experience in the finance industry.
CRD# 4770450
Securities America Advisors, Inc.
CRD# 6180913
Wells Fargo Advisors
CRD# 2554998
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
South Bay Financial Partners | Redondo Beach, CA | Sep 2022 - Current | 1 |
Unemployed | Los Angeles, CA | Jul 2022 - Sep 2022 | < 1 |
Los Angeles Unified School District | Los Angeles, CA | Aug 2002 - Jun 2022 | 19 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$720,306
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, FL, IL, TX
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