Mary Barone, financial advisor Casper WY
73 score

Mary Barone

CRD Number: 1141253
Current Firm: Mutual Advisors, LLC

Mary Barone (CRD# 1141253) is an Investment Advisor Representative working at Mutual Advisors, LLC in Casper, WY and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Securities, Inc. Camarillo, CA Jan 2013 - Current 3
Biltmore Advisors, Inc. Phoenix, AZ Nov 1994 - Current 22
Brinker Capital Securities, Inc. King Of Prussia, PA Jan 2003 - Jan 2013 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1994
S65 NASAA Investment Advisors Law Examination Nov 2012
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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Mary A. Barone
Phone Number: 307-439-6357
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    478
    MILLIONS
  • Total Number of Accounts
    1,348
    ACCOUNTS
  • Average Account Value
    $354,529
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, GA, HI, ID, NC, NE, NH, NJ, NV, OR, PA, TX, UT, VA, WA

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BADGES
73

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