Mary O'leary, financial advisor Brentwood TN

Mary O'leary

CRD Number: 6564454
Current Firm: Luken Investment Analytics, LLC

Mary O'leary (CRD# 6564454) is an Investment Advisor Representative working at Luken Investment Analytics, LLC in Brentwood, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Luken Investment Analytics, LLC Brentwood, TN Nov 2017 - Current 4
Sii Investments Franklin, TN May 2017 - Oct 2017 < 1
Levine Group LLC Brentwood, TN Sep 2015 - Apr 2017 1
Macy's Franklin, TN Aug 2015 - Sep 2015 < 1
We Care Family Dentistry Hardeeville, SC Sep 2014 - Jun 2015 < 1
Regions Bank Gainesville, GA Jul 2012 - Sep 2014 2
The Scrubs Boutique Demorest, GA Jun 2011 - Jul 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2018
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.

Get Details on the FINRA Advisor Check site
Contact Info for Mary H. O'leary
Phone Number: (615) 550-5570
Registered State(s):
  • AL
  • FL
  • GA
  • IL
  • KY
  • LA
  • TN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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