Mary Hermann
Mary Hermann is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Monroe, CT, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
324 Elm Street, 203B, Monroe, CT, 06468
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mary is a Facebook admin for groups dealing with codependency and narcissistic abuse, dedicating about 10-20% of her time to this activity. She also owns M.K. Financial Services LLC, a support company used for tax purposes, but spends minimal time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Wall Street Investor ServicesBroker
United Pacific Financial Services, INC.Broker
Invest Financial CorporationBroker
State Registrations12 states
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