Mary MinshallCRD Number: 4073837
Current Firm: Encompass Wealth Advisors, LLC
Mary Minshall (CRD# 4073837) is an Investment Advisor Representative working at Encompass Wealth Advisors, LLC in Portland, OR and has over 20 years of experience in the finance industry.
Wells Fargo Clearing Services, LLC
The H Group Washington, Inc.
Securities America Advisors, Inc.
|Purshe Kaplan Sterling Investments||Albany, NY||Jul 2014 - Current||7|
|Encompass Wealth Advisors||Portland, OR||Jul 2014 - Current||7|
|Morgan Stanley Smith Barney||Portland, OR||Jun 2009 - Jul 2014||5|
|Citigroup Global Markets, Inc.||Portland, OR||Jun 2008 - Jul 2014||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management317MILLIONS
Total Number of Accounts872ACCOUNTS
Average Account Value$364,070
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, OH, OR, TX, WA
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