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 7 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
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