Mary Vannostrand (CRD# 1300289) is an Investment Advisor Representative working at Van Nostrand Wealth Management LLC in San Diego, CA and has over 20 years of experience in the finance industry. Mary Vannostrand 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.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Van Nostrand Wealth Management LLC | San Diego, CA | Dec 2019 - Current | 4 |
| Duttenhofer Advisory Group | San Diego, CA | May 2011 - Dec 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2003 |
- CA
-
Total Assets Under Management48MILLIONS
-
Total Number of Accounts154ACCOUNTS
-
Average Account Value$312,108
- 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
CA
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