Mary Varner, financial advisor Cleveland MS

Mary Varner

CRD Number: 2437092
Current Firm: Varner Cpa, Pa

Mary Varner (CRD# 2437092) is an Investment Advisor Representative working at Varner Cpa, Pa in Cleveland, MS and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James Financial Services, Inc. Clarksdale, MS Jun 2002 - Current 17
Varner Cpa,pa Cleveland, MS Apr 1987 - Current 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Jun 2005
Contact Info for Mary H. Varner
Phone Number: 662-846-6636
Registered State(s):
  • MS
Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    28
    ACCOUNTS
  • Average Account Value
    $69,126
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

MS

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

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