Mary TalleyCRD Number: 5911038
Current Firm: Charles Schwab & Company, Inc.
Mary Talley (CRD# 5911038) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Napa, CA and has over 5 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Buttonwood Financial Inc.
|Charles Schwab & Company, Inc.||Napa, CA||Nov 2014 - Current||1|
|J.p. Morgan Securities LLC||Napa, CA||Oct 2012 - Oct 2014||2|
|Jp Morgan Chase Bank||Napa, CA||Jun 2010 - Oct 2014||4|
|Chase Investment Services Corp.||Napa, CA||Apr 2011 - Oct 2012||1|
|Napa Valley Unified School District||Napa, CA||Sep 2009 - Jun 2010||< 1|
|Randy Loftin Group||Sonoma, CA||Jan 2010 - Mar 2010||< 1|
|Kelly Services||San Francisco, CA||Jan 2010 - Jan 2010||< 1|
|Fortress Financial||Tucson, CA||Mar 2009 - Aug 2009||< 1|
|Red Lobster||Tucson, CA||Feb 2009 - Aug 2009||< 1|
|The Temp Connection/ Tucson Conquistadores||Tucson, CA||Sep 2008 - Mar 2009||< 1|
|Starbucks||Tucson, CA||Aug 2008 - Feb 2009||< 1|
|Mark Stempel And Associates||Tucson, CA||Feb 2008 - Jul 2008||< 1|
|North Restaurant||Tucson, CA||Jan 2008 - Jun 2008||< 1|
|Unemployed||Tucson, CA||Oct 2007 - Jan 2008||< 1|
|Senior Advisors Wealth Management||Tucson, AZ||Jun 2006 - Oct 2007||1|
|University Of Arizona||Tucson, AZ||Jan 2001 - May 2006||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
|S66||NASAA Uniform Combined State Law Examination||Aug 2012|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, 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
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