Mary MahlieCRD Number: 1069998
Current Firm: Bbva Wealth Solutions Inc.
Mary Mahlie (CRD# 1069998) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in San Antonio, TX and has over 34 years of experience in the finance industry.
Intercontinental Wealth Advisors, LLC
Wealth Watch Advisors, LLC
Vannoy Advisory Group, Inc.
|Bbva Wealth Solutions Inc.||San Antonio, TX||Nov 2014 - Current||3|
|Bbva Securities Inc.||San Antonio, TX||Jun 2013 - Current||4|
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Dec 2012 - Current||5|
|Compass Bank||Birmingham, AL||Dec 2012 - Current||5|
|Aegis Capital Management||Beaumont, TX||Dec 2011 - Dec 2012||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Dayton, OH||Jan 1985 - Dec 2011||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1982|
|S65||NASAA Investment Advisors Law Examination||Jan 1995|
- Customer Dispute
Total Assets Under Management361MILLIONS
Total Number of Accounts918ACCOUNTS
Average Account Value$393,188
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI