Mary Doyle (CRD# 6428425) is an Investment Advisor Representative working at Primerica Advisors in East Syracuse, NY and has over 9 years of experience in the finance industry.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 1200413
Rbc Capital Markets, LLC
CRD# 828730
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Liberty Tax Service | Liverpool, NY | Jan 2020 - Current | 4 |
| Pfs Investments Inc. | East Syracuse, NY | Feb 2015 - Current | 9 |
| Primerica Financial Services | East Syracuse, GA | Feb 2014 - Current | 10 |
| Sloan Delaney Pc | Baldwinsville, NY | Jun 2020 - Feb 2023 | 2 |
| Syracuse University | Syracuse, NY | Sep 2012 - Jun 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2015 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- NY
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, VI, VT, WA, WI, WV, WY
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