Mary TroxellCRD Number: 1850750
Current Firm: Cambridge Investment Research Advisors, Inc.
Mary Troxell (CRD# 1850750) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Frederick, MD and has over 12 years of experience in the finance industry.
Blue Ocean Global Wealth
Gallant Financial Planning, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Cambridge Investment Research Inc.||Fairfield, IA||Jan 2013 - Current||5|
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Jan 2013 - Current||5|
|Fr. Francis Martin Ministries||Gaithersburg, MD||Sep 2012 - Current||5|
|Turning Point Benefit Group||Frederick, MD||Oct 2003 - Current||14|
|Planmember Securities Corporation||Carpinteria, CA||Sep 2005 - Jan 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2006|
|S65||NASAA Investment Advisors Law Examination||Apr 2007|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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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