Mary Warga, financial advisor Livermore CA
93 score

Mary Warga

CRD Number: 874496
Current Firm: Foothill Securities, Inc.

Mary Warga (CRD# 874496) is an Investment Advisor Representative working at Foothill Securities, Inc. in Livermore, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Sheperd's Gate Livermore, CA Oct 2014 - Current 2
Capital Insight Partners LLC Livermore, CA Jan 2014 - Current 2
Foothill Securities, Inc. Mountain View, CA Jul 2007 - Current 9
Mw Administrators Livermore, CA Oct 1990 - Current 26
Associated Securities Corp. Livermore, CA Mar 1999 - Jul 2007 8
Associated Planners Investment Advisory, Inc. Livermore, CA Apr 1991 - Jul 2007 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 1999
Contact Info for Mary R. Warga
Phone Number: 650-625-9701
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,158
    MILLIONS
  • Total Number of Accounts
    6,953
    ACCOUNTS
  • Average Account Value
    $166,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AK, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, UT, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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