Mary NaberCRD Number: 4517803
Current Firm: Sage Stone Wealth Management LLC
Mary Naber (CRD# 4517803) is an Investment Advisor Representative working at Sage Stone Wealth Management LLC in La Jolla, CA and has over 20 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|King & Company Investment Counsel LLC||La Jolla, CA||Nov 2010 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2002|
Total Assets Under Management179MILLIONS
Total Number of Accounts331ACCOUNTS
Average Account Value$539,815
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
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