Mary Carl (CRD# 7676594) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Albany, OR and has 1 year of experience in the finance industry.
CRD# 2795104
True Private Wealth Advisors, LLC
CRD# 5919156
Ameriprise Financial Services, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| State Farm Vp Managment Corp | Albany, OR | Mar 2024 - Current | < 1 |
| State Farm Investment Management Corp | Albany, OR | Mar 2024 - Current | < 1 |
| State Farm Insurance | Albany, OR | Mar 2024 - Current | < 1 |
| State Farm Investment Management Corp | Lebanon, OR | Dec 2023 - Mar 2024 | < 1 |
| State Farm Investment Management Corp | Corvallis, OR | Dec 2023 - Mar 2024 | < 1 |
| State Farm Vp Managment Corp | Lebanon, OR | Jan 2023 - Mar 2024 | 1 |
| State Farm Vp Managment Corp | Corvallis, OR | Jan 2023 - Mar 2024 | 1 |
| Jim Kuhlman Insurance Agency | Lebanon, OR | Jun 2022 - Mar 2024 | 1 |
| Jim Kuhlman Insurance Agency | Corvallis, OR | Sep 2018 - Mar 2024 | 5 |
| Power Auto Group | Corvallis, OR | May 2018 - Sep 2018 | < 1 |
| Unemployed | Corvallis, OR | Mar 2018 - May 2018 | < 1 |
| Planet Cdjrf | Flagstaff, AZ | Dec 2016 - Mar 2018 | 1 |
| Oxendale Hyundai | Flagstaff, AZ | Jun 2016 - Dec 2016 | < 1 |
| Flagstaff Nissan Subaru | Flagstaff, AZ | Jan 2016 - Jun 2016 | < 1 |
| Terry Marxen Chevrolet Cadillac | Flagstaff, AZ | Oct 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2023 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OR
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Total Assets Under Management10,165MILLIONS
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Total Number of Accounts4ACCOUNTS
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Average Account Value$2,541,134,043
- A percentage of assets under your management
- Portfolio management for investment companies (as well as "business development companies")
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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