Gloria Mayo, financial advisor Sacramento CA

Gloria Mayo

CRD Number: 6224051
Current Firm: Fulfilled Finances LLC

Gloria Mayo (CRD# 6224051) is an Investment Advisor Representative working at Fulfilled Finances LLC in Sacramento, CA and has over 8 years of experience in the finance industry. Gloria Mayo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Next Financial Group Sacramento, CA May 2019 - Current 2
Fulfilled Finances LLC Sacremento, CA May 2019 - Current 2
Northwestern Mutual Investment Services Milwaukee, WI Feb 2019 - May 2019 < 1
Ascensus Long Branch, NJ Sep 2018 - Jan 2019 < 1
Principal Financial Group Des Moines, IA Sep 2016 - Sep 2018 2
Sbp-home Rebuilding Non-profit New Orleans, LA Jun 2016 - Sep 2016 < 1
Financial Planning Association New York, NY Nov 2015 - Jun 2016 < 1
Kaplan & Khen Zan Academy New York, NY Aug 2015 - Nov 2015 < 1
Yelp Inc. New York, NY Jan 2015 - Aug 2015 < 1
Merrill Lynch Bank Of America Davis, CA Jun 2014 - Jan 2015 < 1
Liberty University Sacramento, CA Feb 2014 - Jun 2014 < 1
Lpl Financial LLC Palm Desert, CA Jul 2013 - Mar 2014 < 1
Liberty University Lynchburg, VA Aug 2012 - Jul 2013 < 1
Wells Fargo Sacramento, CA Jan 2011 - Aug 2012 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Gloria P. Mayo
Phone Number: 916-745-5783
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    5
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $182,242
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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