Mary Limont (CRD# 1698577) is an Investment Advisor Representative working at Cooper Mcmanus in Palm Desert, CA and has over 27 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cooper Financial Group Dba Cooper Mcmanus | Irvine, CA | Sep 2022 - Current | 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | Dec 2020 - Current | 3 |
| Cooper Financial Group Dba Cooper Mcmanus | Irvine, CA | Dec 2020 - Sep 2022 | 1 |
| Securities America Inc. | Palm Desert, CA | Aug 2015 - Dec 2020 | 5 |
| Securities America Advisors | Palm Desert, CA | Aug 2015 - Dec 2020 | 5 |
| Limont Financial Services | Palm Desert, CA | Feb 2003 - Dec 2020 | 17 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Sep 2011 - Aug 2015 | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Sep 2011 - Aug 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1996 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
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- CA
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Total Assets Under Management1,575MILLIONS
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Total Number of Accounts4,577ACCOUNTS
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Average Account Value$344,125
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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