Mary Garren (CRD# 7808715) is an Investment Advisor Representative working at Verum Partners LLC in Charlotte, NC and has 1 year of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Verum Partners LLC | Charlotte, NC | May 2023 - Current | 1 |
| Orion Advisor Solutions, Inc. | Omaha, NE | Mar 2020 - Apr 2023 | 3 |
| Arcus Capital Partners | Atlanta, GA | Dec 2015 - Feb 2020 | 4 |
| Sheehan's Irish Pub | Augusta, GA | Aug 2011 - Dec 2015 | 4 |
| Augusta University | Augusta, GA | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
- SC
-
Total Assets Under Management740MILLIONS
-
Total Number of Accounts1,287ACCOUNTS
-
Average Account Value$575,298
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, FL, GA, NC, SC, TN, TX, VA
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