Mary Barone, financial advisor Casper WY

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 30 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Advisors, LLC Omaha, NE Jul 2013 - Current 11
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

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
    6,947
    MILLIONS
  • Total Number of Accounts
    20,381
    ACCOUNTS
  • Average Account Value
    $340,863
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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