Mary Via, financial advisor Harrisonburg VA

Mary Via

CRD Number: 4278381
Current Firm: Janney Montgomery Scott LLC

Mary Via (CRD# 4278381) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Harrisonburg, VA and has over 18 years of experience in the finance industry.

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Janney Montgomery Scott LLC
Company Name Location Dates Years
Janney Montgomery Scott LLC Harrisonburg, VA Apr 2016 - Current 4
Wells Fargo Advisors LLC Harrisonburg, VA May 2009 - Apr 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S65 NASAA Investment Advisors Law Examination May 2002
Contact Info for Mary A. Via
Phone Number: 215-665-6000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    50,316
    MILLIONS
  • Total Number of Accounts
    149,817
    ACCOUNTS
  • Average Account Value
    $335,850
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

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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