Mary AllmonCRD Number: 6037044
Current Firm: Marietta Investment Partners, LLC
Mary Allmon (CRD# 6037044) is an Investment Advisor Representative working at Marietta Investment Partners, LLC in Milwaukee, WI and has over 4 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
|Marietta Investment Partners, LLC||Milwaukee, WI||Oct 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management341MILLIONS
Total Number of Accounts317ACCOUNTS
Average Account Value$1,077,219
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, TX, WI