Mary SantiniCRD Number: 5443178
Current Firm: 1st Global Advisors Inc.
Mary Santini (CRD# 5443178) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Conroe, TX and has over 8 years of experience in the finance industry.
Linscomb & Williams
Raymond James Financial Services Advisors, Inc.
Waterway Wealth Management, LLC
|1st Global Capital Corp.||Conroe, TX||Apr 2013 - Current||4|
|Tfc Financial Advisors||Conroe, TX||Apr 2013 - Current||4|
|1st Global Advisors Inc.||Conroe, TX||Apr 2013 - Current||4|
|Ameriprise Financial Services||The Woodlands, TX||Oct 2010 - Apr 2013||2|
|Investment Professionals, Inc.||League City, TX||Oct 2009 - Oct 2010||1|
|Star Fleet||Kemah, TX||Sep 2009 - Sep 2010||1|
|Amerirpise Financial Services, Inc.||Houston, TX||Nov 2007 - Oct 2009||1|
|Nationstar Mortgage||Houston, TX||Jan 2007 - Sep 2007||< 1|
|Lamar University||Beaumont, TX||Jan 2005 - Dec 2006||1|
|Germer Gertz Law Firm||Beaumont, TX||Jan 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2009|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.