Debora MayCRD Number: 4567573
Current Firm: Mbi LLC
Debora May (CRD# 4567573) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has 1 year of experience in the finance industry. Debora May 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.
David Wealth Management, LLC
Equitable Advisors, LLC
Grove Point Advisors, LLC
|May Barnhard Investments, Llc Dba Mbi, LLC||Bethesda,||Nov 2013 - Current||9|
|May & Barnhard, Pc||Bethesda, MD||Aug 1989 - Current||34|
Total Assets Under Management298MILLIONS
Total Number of Accounts159ACCOUNTS
Average Account Value$1,874,214
- A percentage of assets under your management
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
DC, MD, VA
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