Mary Hart, financial advisor Milford OH

Mary Hart

CRD Number: 6646580
Current Firm: Primerica Advisors

Mary Hart (CRD# 6646580) is an Investment Advisor Representative working at Primerica Advisors in Milford, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Pfs Investments Inc. Milford, OH May 2016 - Current 5
Primerica Financial Services Milford, OH Apr 2015 - Current 6
Forest Hills Local Schools Cincinnati, OH Aug 2001 - Jun 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
Contact Info for Mary J. Hart
Phone Number: 800-544-5445
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,090
    MILLIONS
  • Total Number of Accounts
    39,842
    ACCOUNTS
  • Average Account Value
    $127,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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