Mary BraunCRD 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.
Msi Financial Services, Inc.
Woodbury Financial Services, Inc.
Ameriprise Financial Services, Inc.
|Chapin Davis||Baltimore, MD||Apr 2008 - Current||9|
|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|
Total Assets Under Management1,048MILLIONS
Total Number of Accounts6,060ACCOUNTS
Average Account Value$172,992
- A percentage of assets under your management
- Hourly charges
- 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)
AL, CA, CT, DC, DE, FL, GA, IL, MD, MI, NC, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WV