Betsy DowCRD Number: 1284572
Current Firm: Mariner Wealth Advisors, LLC
Betsy Dow (CRD# 1284572) is an Investment Advisor Representative working at Mariner Wealth Advisors, LLC in Saint Louis, MO and has over 32 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Montage Securities, LLC||St. Louis, MO||Jun 2015 - Current||2|
|Mariner Wealth Advisors||St. Louis, MO||Jun 2015 - Current||2|
|Mariner Wealth Advisors - St. Louis||St. Louis, MO||Jun 2015 - Current||2|
|Moneta Group||St. Louis, MO||Jan 2010 - Jun 2015||5|
|Purshe Kaplan Sterling||Albany, NY||Jan 2010 - Jun 2015||5|
|Wachovia Securities, LLC||Des Peres, MO||Jan 2008 - Jan 2010||2|
|A G Edwards & Sons||Sunset Hills, MO||May 2002 - Jan 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1985|
|S66||NASAA Uniform Combined State Law Examination||Apr 2005|
Total Assets Under Management673MILLIONS
Total Number of Accounts2,037ACCOUNTS
Average Account Value$330,386
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV