Mary BaroneCRD 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 28 years of experience in the finance industry.
Rbc Capital Markets, LLC
Lpl Financial LLC
|Mutual Securities, Inc.||Camarillo, CA||Jan 2013 - Current||10|
|Biltmore Advisors, Inc.||Phoenix, AZ||Nov 1994 - Current||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1994|
|S65||NASAA Investment Advisors Law Examination||Nov 2012|
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
Total Assets Under Management5,306MILLIONS
Total Number of Accounts20,842ACCOUNTS
Average Account Value$254,582
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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