Mary Braun, financial advisor Perryville MD
93 score

Mary Braun

CRD Number: 1006968
Current Firm: Chapin Davis Asset Management

Mary Braun (CRD# 1006968) is an Investment Advisor Representative working at Chapin Davis Asset Management in Perryville, MD and has over 35 years of experience in the finance industry.

Similar Advisors
Jeffrey Judge, financial advisor Perryville MD
Jeffrey M. Judge
CRD# 5903701
Msi Financial Services, Inc.
Score
103
Similar Advisors
Jeffrey Kropp, financial advisor Perryville MD
Jeffrey M. Kropp
CRD# 5107430
Woodbury Financial Services, Inc.
Score
100
Similar Advisors
James Joyce, financial advisor Perryville MD
James F. Joyce
CRD# 5677869
Prudential Financial Planning Services
Score
98
Company Name Location Dates Years
Chapin Davis Baltimore, MD Apr 2008 - Current 8
Raymond James Financial Services, Inc. Timonium, MD Jan 1999 - Apr 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1981
S65 NASAA Investment Advisors Law Examination Sep 2007
Contact Info for Mary K. Braun
Phone Number: 410-435-3200
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,048
    MILLIONS
  • Total Number of Accounts
    6,060
    ACCOUNTS
  • Average Account Value
    $172,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AL, CA, CT, DC, DE, FL, GA, IL, MD, MI, NC, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WV

Ready to hire a financial advisor? Get competitive proposals from Mary Braun and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.