Mari Hurd
Mari Hurd is a registered investment advisor at Raymond James & Associates, INC., based in Virginia Beach, VA, with 40 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
300 32nd Street, Suites 102 and 520, Virginia Beach, VA, 23451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mari is the family agent for Poland Family LLC and is authorized to represent their interests as a member of Lake Investment Associates LLC. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLC
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Wheat, First Securities, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.