Mary Myles (CRD# 1956098) is an Investment Advisor Representative working at Primerica Advisors in Salinas, CA and has over 34 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4740878
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Primerica Financial Services | Salinas, CA | Feb 1991 - Current | 33 |
| Pfs Investments Inc. | Salinas, CA | Jan 1989 - Current | 35 |
| State Of California | Seaside, CA | Jan 2001 - May 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1989 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2011 |
- CA
- TX
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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