Mary Goetz (CRD# 2680481) is an Investment Advisor Representative working at Greenspring Advisors, LLC in Towson, MD and has over 23 years of experience in the finance industry. Mary Goetz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Greenspring Advisors, LLC | Towson, MD | Jan 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- MD
- VA
-
Total Assets Under Management6,896MILLIONS
-
Total Number of Accounts4,625ACCOUNTS
-
Average Account Value$1,491,107
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, CA, CT, DC, DE, FL, GA, IL, IN, MD, NC, NE, NH, NJ, NY, OK, PA, SC, TX, VA, WA
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