Mary Chuhinka Kurtz (CRD# 2151100) is an Investment Advisor Representative working at Tlc Group Investment Advisors, LLC in State College, PA and has over 32 years of experience in the finance industry.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Leigh Baldwin & Company, LLC | State College, PA | Mar 2006 - Current | 18 |
| Tlc Group Investment Advisors, LLC | State College, PA | Mar 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1991 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2000 |
- PA
-
Total Assets Under Management136MILLIONS
-
Total Number of Accounts342ACCOUNTS
-
Average Account Value$396,549
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
PA
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