Mary HaverlyCRD Number: 5450908
Current Firm: International Assets Investment Management, LLC
Mary Haverly (CRD# 5450908) is an Investment Advisor Representative working at International Assets Investment Management, LLC in Rockford, IL and has over 15 years of experience in the finance industry.
Focus Financial Advisors
Savant Wealth Management
Harbour Investments, Inc.
|International Assets Advisory, LLC||Poplar Grove, IL||Oct 2021 - Current||1|
|International Assets Investment Management, LLC||Poplar Grove, IL||Oct 2021 - Current||1|
|J.p. Morgan Securities LLC||Rockford, IL||Oct 2012 - Oct 2021||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,445MILLIONS
Total Number of Accounts6,618ACCOUNTS
Average Account Value$218,270
- 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)
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, WY
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