Mary Downey (CRD# 1536574) is an Investment Advisor Representative working at Wells Fargo Advisors in Lake Ozark, MO and has over 31 years of experience in the finance industry.
CRD# 6895513
Edward Jones
CRD# 5705905
Lpl Financial LLC
CRD# 2145558
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Advisors Financial Network, LLC | Macomb, IL | May 2024 - Current | < 1 |
| Wells Fargo Clearing Services, LLC | Macomb, IL | Nov 2016 - May 2024 | 7 |
| Wells Fargo Advisors LLC | Macomb, IL | May 2009 - Nov 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1993 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2002 |
- IL
- TX
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Total Assets Under Management154,192MILLIONS
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Total Number of Accounts346,499ACCOUNTS
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Average Account Value$445,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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