Mary MulcahyCRD Number: 5080103
Current Firm: Navy Federal Investment Services, LLC
Mary Mulcahy (CRD# 5080103) is an Investment Advisor Representative working at Navy Federal Investment Services, LLC in Vienna, VA and has over 11 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Navy Federal Financial Group. LLC||Pensacola, FL||Jun 2019 - Current||2|
|Navy Federal Brokerage Services, LLC||Pensacola, FL||Jun 2019 - Current||2|
|Navy Federal Financial Group. LLC||Gulf Breeze, FL||Jan 2019 - Feb 2020||1|
|Navy Federal Brokerage Services, LLC||Gulf Breeze, FL||Jan 2019 - Feb 2020||1|
|Td Ameritrade, Inc.||Pensacola, FL||Feb 2018 - Jan 2019||< 1|
|Td Ameritrade Investment Management, LLC||Omaha, NE||Feb 2018 - Jan 2019||< 1|
|Scottrade||Pensacola, FL||Dec 2005 - Jan 2019||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2010|
|S66||NASAA Uniform Combined State Law Examination||Apr 2017|
Total Assets Under Management726MILLIONS
Total Number of Accounts4,365ACCOUNTS
Average Account Value$166,393
- A percentage of assets under your management
- Financial planning services
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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