Mary Pagnard, financial advisor Denver CO
83 score

Mary Pagnard

CRD Number: 1147168
Current Firm: U.s. Bancorp Investments, Inc.

Mary Pagnard (CRD# 1147168) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Denver, CO and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Highlands Ranch, CO Nov 2013 - Current 3
Wells Fargo Advisors LLC Englewood, CO Jan 2011 - Nov 2013 2
Wells Fargo Investments, LLC Littleton, CO Sep 2008 - Jan 2011 2
Key Investment Services LLC Highlands Ranch, CO Oct 2006 - Sep 2008 1
Key Investment Services LLC Brooklyn, OH Jan 2006 - Oct 2006 < 1
Key Bank Highlands Ranch, CO May 2005 - Oct 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
S65 NASAA Investment Advisors Law Examination May 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Mary R. Pagnard
Phone Number: 800-888-4700
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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