Mary Ellen ThomsonCRD Number: 1969061
Current Firm: Raymond James Financial Services Advisors, Inc.
Mary Ellen Thomson (CRD# 1969061) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in York, PA and has over 27 years of experience in the finance industry.
Thrivent Investment Management Inc.
Northwestern Mutual Investment Services,llc
Msi Financial Services, Inc.
|Raymond James Financial Services Advisors Inc.||York, PA||Jul 2015 - Current||2|
|Fulton Financial Advisors||York, PA||Jun 2015 - Current||2|
|Raymond James Financial Services, Inc.||York, PA||Jun 2015 - Current||2|
|Fulton Financial Corporation||York, PA||Jun 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||York, PA||Jan 1987 - Jun 2015||28|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1989|
|S66||NASAA Uniform Combined State Law Examination||Sep 2007|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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)
- 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