Mary Haselhorst, financial advisor San Antonio TX

Mary Haselhorst

CRD Number: 5393352
Current Firm: Financial Life Advisors

Mary Haselhorst (CRD# 5393352) is an Investment Advisor Representative working at Financial Life Advisors in San Antonio, TX and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Oct 2007 - Current 16
Business Financial Group San Antonio, TX Jul 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Jul 2010
Contact Info for Mary J. Haselhorst
Phone Number: 210-918-8998
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    324
    MILLIONS
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $461,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

NH, TX

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