Mary Voll, financial advisor Austin TX
96 score

Mary Voll

CRD Number: 5476488
Current Firm: Per Stirling Capital Management, LLC

Mary Voll (CRD# 5476488) is an Investment Advisor Representative working at Per Stirling Capital Management, LLC in Austin, TX and has over 10 years of experience in the finance industry. Mary Voll 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
Ut Of Austin Austin, TX Jan 2016 - Current 1
B.b. Graham & Company Orange, CA Sep 2011 - Current 5
Per Stirling Capital Management, LLC Austin, TX Sep 2011 - Current 5
Hill Country Wealth Management Austin, TX May 2011 - Dec 2014 3
Choice Investments Inc. Austin, TX Jun 2008 - Sep 2011 3
Choice Advisory Group Austin, TX Jan 2008 - Sep 2011 3
Ut Cfp® Program Austin, TX Jan 2007 - Sep 2008 1
Choice Investments, Inc. Austin, TX Oct 2007 - Jun 2008 < 1
Choice Advisory Group Austin, TX Oct 2007 - Jan 2008 < 1
Estate Planning Inst Grp Austin, TX Sep 2005 - Jun 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2006
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Mary A. Voll
Phone Number: 512-628-2300
Registered State(s):
  • AZ
  • TX
  • CO
  • NH
  • NM
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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