Mary SalisburyCRD 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 4 years of experience in the finance industry.
Rs Wealth Management, LLC
Tilia Fiduciary Partners, Inc.
Wells Fargo Clearing Services, LLC
|Founders Financial Alliance, LLC||Chapel Hill, NC||Mar 2016 - Current||2|
|Lpl Financial LLC||Wilmington, NC||Feb 2016 - Current||2|
|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|
Total Assets Under Management130MILLIONS
Total Number of Accounts497ACCOUNTS
Average Account Value$260,895
- 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)
AL, AR, AZ, CA, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, MI, MN, NC, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, WI, WV
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