Mary HinkleCRD Number: 1345454
Current Firm: Wells Fargo Advisors, LLC
Mary Hinkle (CRD# 1345454) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Waukesha, WI and has over 33 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Wells Fargo Advisors LLC||Waukesha, WI||May 2009 - Current||8|
|Wachovia Securities, LLC||Waukesha, WI||Jul 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1985|
|S65||NASAA Investment Advisors Law Examination||Feb 1996|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)