Mbi LLC (CRD# 170858) is a financial advisory firm headquartered in Bethesda, MD. They manage $145,000,000 in 78 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management145MILLION
Total Number of Accounts78ACCOUNTS
Average Account Value$1,858,974
- 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
- Publication of periodicals or newsletters
- Educational seminars/workshops
DC, MD, VA
Wendy Moyers (CRD# 2656926) is an Investment Advisor Representative working at Mbi LLC in Bethesda, MD and has over 22 years of experience in the finance industry. Wendy Moyers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.