Mary McMahon (CRD# 5475080) is an Investment Advisor Representative working at Msm Advisory, LLC in Dallas, TX and has over 15 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.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Msm Advisory, LLC | Dallas, TX | Mar 2016 - Current | 8 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2008 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
- TX
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Total Assets Under Management2MILLIONS
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Total Number of Accounts8ACCOUNTS
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Average Account Value$222,612
- 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
- Educational seminars/workshops
TX
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