Healy MarroyCRD Number: 6453751
Current Firm: Wells Fargo Clearing Services, LLC
Healy Marroy (CRD# 6453751) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Austin, TX and has over 3 years of experience in the finance industry. Healy Marroy 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Wells Fargo Clearing Services, LLC||Austin, TX||Jun 2017 - Current||4|
|Graf Financial, LLC||Baton Rouge, LA||Aug 2016 - May 2017||< 1|
|Louisiana State University||Baton Rouge, LA||Aug 2013 - May 2017||3|
|Wells Fargo Advisors||Austin, TX||Jun 2016 - Aug 2016||< 1|
|The Shobe Financial Group||Baton Rouge, LA||Feb 2015 - Jun 2016||1|
|Louisiana State University||Baton Rouge, LA||Aug 2014 - May 2015||< 1|
|Reagan & Reagan Cpa||Covington, LA||Aug 2012 - Jan 2015||2|
|Louisiana State University- Women's Center||Baton Rouge, LA||Aug 2013 - May 2014||< 1|
|Mandeville High School||Mandeville, LA||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2018|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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