Mary Burress (CRD# 6328051) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Cedar Rapids, IA and has over 9 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Richardson Adult Literacy Center | Richardson, TX | Jan 2018 - Current | 6 |
| Transamerica Financial Advisors, Inc. | Cedar Rapids, IA | Apr 2014 - Current | 10 |
| Wfgia | Cedar Rapids, IA | May 2011 - Current | 12 |
| Nomad Productions | Lewisville, TX | Jun 2017 - Jun 2020 | 3 |
| On Demand Administrative Services | Richardson, TX | Dec 2016 - Feb 2019 | 2 |
| Wylie Isd | Wylie, TX | Aug 2007 - Aug 2015 | 8 |
| Melaleuca | Idaho Falls, ID | Mar 1994 - Aug 2015 | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2014 |
- IA
- TX
-
Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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