Mary Brimer (CRD# 4852991) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Warwick, RI and has over 19 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Warwick, RI | Sep 2023 - Current | < 1 |
Guardian Life Insurance Co Of America | Coventry, RI | Jul 2011 - Current | 12 |
Ohio National Financial Services | Cincinnati, OH | Nov 2007 - Current | 16 |
Sagepoint Financial, Inc. | Warwick, RI | Nov 2022 - Sep 2023 | < 1 |
The On Equity Sales Company | Cincinnati, OH | Aug 2011 - Nov 2022 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2004 |
S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- RI
- SC
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY
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