Mary GrovesCRD Number: 3099952
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mary Groves (CRD# 3099952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Spokane, WA and has over 18 years of experience in the finance industry.
Selkirk Wealth Advisors, LLC
Allegro Wealth Management, Inc.
Voya Financial Advisors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Spokane, WA||Apr 1984 - Current||32|
|Merrill Lynch||Spokane, WA||Apr 1984 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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)
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV