Mary Reinoehl, financial advisor Ambler PA
74 score

Mary Reinoehl

CRD Number: 2014656
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Mary Reinoehl (CRD# 2014656) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Ambler, PA and has over 26 years of experience in the finance industry. Mary Reinoehl has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
National Planning Corporation Lakewood, CO Jul 2013 - Current 3
Wealth Builder Advisor Spring House, PA Oct 1995 - Current 21
Mary A. Reinoehl & Company Spring House, PA Jan 1977 - Current 39
New Century Financial Group, LLC Springhouse, PA Mar 2012 - Jul 2013 1
Royal Alliance Associates, Inc. Spring House, PA Jul 1991 - Jul 2013 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Dec 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mary A. Reinoehl
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • DE
  • FL
  • NJ
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
74

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