Mary McMahon, financial advisor Dallas TX
96 score

Mary McMahon

CRD Number: 5475080
Current Firm: Msm Advisory, LLC

Mary McMahon (CRD# 5475080) is an Investment Advisor Representative working at Msm Advisory, LLC in Dallas, TX and has over 10 years of experience in the finance industry. Mary McMahon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Msm Advisory, LLC Dallas, TX Mar 2016 - Current 2
Msm Advisory, LLC Dallas, TX Dec 2015 - Mar 2016 < 1
Massmutual Life Insurance Co Fort Worth, TX Jan 2015 - Dec 2015 < 1
Mml Investor Services, LLC Fort Worth, TX Jan 2015 - Dec 2015 < 1
Hornor Townsend & Kent Inc. Horsham, PA Jan 2013 - Jan 2015 2
Penn Mutual Life Ins Co Horsham, PA Jan 2013 - Jan 2015 2
Armor Wealth Management Addison, TX Jan 2013 - Jan 2015 2
Pruco Securities, LLC Irving, TX Jun 2011 - Dec 2012 1
Prudential Insurance Company Of America Irving, TX Jun 2011 - Dec 2012 1
Mass Mutual Dallas, TX Apr 2009 - Apr 2011 2
Mml Investors Services Inc. Dallas, TX Apr 2009 - Apr 2011 2
Lincoln Investment Planning, Inc. Irving, TX Jan 2008 - Mar 2009 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2008
S65 NASAA Investment Advisors Law Examination Jun 2009
Contact Info for Mary S. McMahon
Phone Number: (214) 803-4361
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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