Mary Firestone, financial advisor Elkridge MD

Mary Firestone

CRD Number: 1275173
Current Firm: Northstar Wealth Management, Inc.

Mary Firestone (CRD# 1275173) is an Investment Advisor Representative working at Northstar Wealth Management, Inc. in Elkridge, MD and has over 37 years of experience in the finance industry. Mary Firestone 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.

Similar Advisors
Jim David, financial advisor Elkridge MD
Jim David
CRD# 4092356
David Wealth Management, LLC
Similar Advisors
Basil Herzstein, financial advisor Elkridge MD
Basil D. Herzstein
CRD# 2247685
Equitable Advisors, LLC
Similar Advisors
 , financial advisor Elkridge MD

CRD# 2962660
Grove Point Advisors, LLC
Professional Designations
Company Name Location Dates Years
Northstar Wealth Mgt, Inc. Elkridge, MD Jun 2005 - Current 17
Lasalle St. Securities, LLC Elkridge, MD Jan 1998 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Mary L. Firestone
Phone Number: 410-379-2005
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    30
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $199,316
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

MD

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.