Doris MauleCRD Number: 1447976
Current Firm: Citigroup Global Markets Inc.
Doris Maule (CRD# 1447976) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in San Antonio, TX and has over 5 years of experience in the finance industry.
Mutual Wealth LLC
S.b. Value Partners, LP
Wells Fargo Clearing Services, LLC
|Citigroup||San Antonio, TX||Sep 2018 - Current||3|
|The Hartford||San Antonio, TX||Aug 2018 - Sep 2018||< 1|
|Homemaker||San Antonio, TX||May 2018 - Aug 2018||< 1|
|Usaa Investment Management Company||San Antonio, TX||Jan 2018 - May 2018||< 1|
|Usaa Financial Advisors, Inc.||San Antonio, TX||Feb 2016 - May 2018||2|
|Usaa Financial Planning Services||San Antonio, TX||Feb 2014 - May 2018||4|
|Allstate Insurance||San Antonio, TX||Mar 2011 - Feb 2014||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2016|
|S63||Uniform Securities State Law Examination||Apr 2016|
Total Assets Under Management38,272MILLIONS
Total Number of Accounts51,112ACCOUNTS
Average Account Value$748,782
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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