Mary Salisbury, financial advisor Wilmington NC
89 score

Mary Salisbury

CRD Number: 6269442
Current Firm: Founders Financial Alliance, LLC

Mary Salisbury (CRD# 6269442) is an Investment Advisor Representative working at Founders Financial Alliance, LLC in Wilmington, NC and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Founders Financial Alliance, LLC Chapel Hill, NC Mar 2016 - Current < 1
Lpl Financial LLC Wilmington, NC Feb 2016 - Current < 1
Invest Financial Corp. Wilmington, NC Jun 2014 - Feb 2016 1
Transamerica Financial Advisors, Inc. Morrisville, NC Nov 2013 - Jun 2014 < 1
World Financial Group, Inc. Morrisville, NC Apr 2013 - Jun 2014 1
Law Office Of Martin D. Koczanowicz Moorpark, CA Apr 2012 - Jun 2014 2
Unemployed Ventura, CA Feb 2012 - Mar 2012 < 1
Strider Lab Oxnard, CA Aug 2011 - Jan 2012 < 1
Unemployed Ventura, CA Jun 2011 - Jul 2011 < 1
Cottage Animal Hospital Oxnard, CA Jul 2010 - May 2011 < 1
Unemployed Oxnard, CA Dec 2009 - Jun 2010 < 1
Robert Buffum Dvm Camarillo, CA Sep 2008 - Nov 2009 1
Duke Salisbury, Bankruptcy Trustee Oxnard, CA Jun 1993 - Jun 2009 16
Florida Keys Spca Key West, FL Nov 2005 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2013
S65 NASAA Investment Advisors Law Examination Feb 2014
Contact Info for Mary H. Salisbury
Phone Number: 855-860-5940
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    116
    ACCOUNTS
  • Average Account Value
    $243,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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