Mary Moose, financial advisor Tigard OR

Mary Moose

CRD Number: 3130178
Current Firm: Victory Financial Planning

Mary Moose (CRD# 3130178) is an Investment Advisor Representative working at Victory Financial Planning in Tigard, OR and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Victory Financial Planning Molalla, OR Oct 2020 - Current 3
Purshe Kaplan Sterling Investments Albany, NY Oct 2020 - Current 3
Cetera Advisors Denver, CO Sep 2017 - Oct 2020 3
Invest Financial Corp Tampa, FL Oct 2016 - Sep 2017 < 1
Cuso Financial Services, LP San Diego, CA Oct 2014 - Oct 2016 2
Royal Alliance Portland, OR Jan 2014 - Oct 2014 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S65 NASAA Investment Advisors Law Examination Feb 2001
Disclosure Information

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
Contact Info for Mary T. Moose
Phone Number: 503-558-3102
Registered State(s):
  • OR
  • WA
Current Firm Details
Victory Financial Planning
Firm's CRD Number: 310261
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    155
    ACCOUNTS
  • Average Account Value
    $142,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OR, WA

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