Mary Slane (CRD# 4050817) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Dublin, OH and has over 17 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services Of America | Scottsdale, AZ | Jan 2017 - Current | 7 |
| Tcp Asset Management, LLC | Dublin, OH | Dec 2016 - Current | 7 |
| Trendency Capital Partners | Dublin, OH | Dec 2015 - Current | 8 |
| Slane Financial Group | Dublin, OH | May 2003 - Current | 20 |
| Self Employed | Dublin, OH | Jan 1993 - Current | 31 |
| Trendency Capital Management | Dublin, OH | Dec 2015 - Jan 2017 | 1 |
| Securities America, Inc. | Fawnbrook, OH | Dec 2015 - Oct 2016 | < 1 |
| Sterne Agee Investment Advisor Services, Inc. | Birmingham, AL | Jan 2015 - Dec 2015 | < 1 |
| Sterne Agee Financial Services, Inc. | Dublin, OH | Sep 2014 - Dec 2015 | 1 |
| Wrp Investments, Inc. | Younngstown, OH | May 2003 - Jan 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2007 |
- OH
-
Total Assets Under Management642MILLIONS
-
Total Number of Accounts3,634ACCOUNTS
-
Average Account Value$176,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, WA, WV, WY
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