Mary Ann Sullivan (CRD# 7724750) is an Investment Advisor Representative working at South Bay Financial Partners in Mammoth Lakes, CA and has 1 year of experience in the finance industry.
CRD# 4770450
Securities America Advisors, Inc.
CRD# 6180913
Wells Fargo Advisors
CRD# 2554998
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| South Bay Financial Partners | Redondo Beach, CA | Sep 2022 - Current | 1 |
| Unemployed | Los Angeles, CA | Jul 2022 - Sep 2022 | < 1 |
| Los Angeles Unified School District | Los Angeles, CA | Aug 2002 - Jun 2022 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management112MILLIONS
-
Total Number of Accounts155ACCOUNTS
-
Average Account Value$720,306
- 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 pooled investment vehicles (other than investment companies)
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
CA, FL, IL, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.