Mary Tomlin (CRD# 4462174) is an Investment Advisor Representative working at Tomlin Financial Advisors, Inc. in Norfolk, VA and has over 22 years of experience in the finance industry. Mary Tomlin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tomlin Financial Advisors, Inc. | Norfolk, VA | Jan 2010 - Current | 14 |
| Bessemer Investor Services, Inc. | New York, NY | Feb 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2002 |
- AL
- VA
-
Total Assets Under Management51MILLIONS
-
Total Number of Accounts144ACCOUNTS
-
Average Account Value$354,399
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, VA
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