Charlotte Mabry, financial advisor Primm Springs TN

Charlotte Mabry

CRD Number: 1026407
Current Firm: Delphi Wealth Management LLC

Charlotte Mabry (CRD# 1026407) is an Investment Advisor Representative working at Delphi Wealth Management LLC in Primm Springs, TN and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Delphi Wealth Management LLC Primm Springs, TN Jan 2020 - Current 4
Mabry-calvin, LLC Franklin, TN Jan 1991 - Dec 2020 29
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1982
S65 NASAA Investment Advisors Law Examination Oct 1996
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Charlotte G. Mabry
Phone Number: (615) 210-5803
Registered State(s):
  • TN
Current Firm Details
Delphi Wealth Management LLC
Firm's CRD Number: 307655
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $579,707
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

TN

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