Mary Morrow (CRD# 2075171) is an Investment Advisor Representative working at Guardian Financial in Sturgeon Bay, WI and has over 33 years of experience in the finance industry.
CRD# 2274105
Rbc Capital Markets, LLC
CRD# 4671712
Cambridge Investment Research Advisors, Inc.
CRD# 5157938
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guyder Financial Group | Sturgeon Bay, WI | Jan 2019 - Current | 5 |
| Guardian Financial | Pewaukee, WI | Jan 2019 - Current | 5 |
| Cedar Hill Associates, LLC | Chicago, IL | Jun 2017 - Current | 6 |
| Sagepoint Financial | Sturgeon Bay, WI | Sep 2011 - Current | 12 |
| Cambium/cedar Hill | Chicago, IL | Dec 2015 - Dec 2018 | 3 |
| Cambium Asset Management LLC | Chicago, IL | Dec 2015 - Jun 2017 | 1 |
| Sagepoint Financial | Phoenix, AZ | Jan 2009 - Dec 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1990 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- FL
- TX
- WI
-
Total Assets Under Management44MILLIONS
-
Total Number of Accounts213ACCOUNTS
-
Average Account Value$206,903
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, TX, WI
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