Michelle MabryCRD Number: 1987030
Current Firm: Client 1st Advisory Group
Michelle Mabry (CRD# 1987030) is an Investment Advisor Representative working at Client 1st Advisory Group in Hattiesburg, MS and has over 28 years of experience in the finance industry. Michelle Mabry 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.
Raymond James Financial Services Advisors, Inc.
Icom Advisors, LLC
Lee-way Financial Services, Inc.
|Commonwealth Financial Network||Waltham, MA||Apr 2008 - Current||10|
|American Express Financial Advisors Inc.||Memphis, TN||Nov 1989 - Apr 2008||18|
|Ids Life Insurance Company||Memphis, TN||Jun 1989 - Apr 2008||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1992|
|S65||NASAA Investment Advisors Law Examination||Oct 1989|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management211MILLIONS
Total Number of Accounts629ACCOUNTS
Average Account Value$335,413
- 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)
AR, FL, LA, MS, NH, TN, TX
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