Mary Pervis is a registered investment advisor, based in Plano, TX, with 28 years of industry experience.
Location
7900 Windrose Avenue, Plano, TX, 75024
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Mary is an employee of The Vanguard Group, Inc., the parent company of Vanguard Marketing Corporation. This activity is not investment-related.
Employment History
Current Registrations
Vanguard Marketing Corporation
September 2021 - Present · 4 yrs 8 mos
Vanguard Advisers, INC.
September 2021 - Present · 4 yrs 8 mos
Vanguard Marketing CorporationBroker
September 2021 - Present · 4 yrs 8 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
February 2020 - June 2021 · 1 yr 4 mos
Charles Schwab & CO., INC.
February 2020 - June 2021 · 1 yr 4 mos
Cetera Investment Advisers LLC
October 2018 - February 2020 · 1 yr 4 mos
Cetera Investment Services LLCBroker
October 2018 - February 2020 · 1 yr 4 mos
TD Ameritrade, INC.
February 2018 - October 2018 · 8 mos
TD Ameritrade Investment Management, LLC
February 2018 - October 2018 · 8 mos
TD Ameritrade, INC.Broker
February 2018 - October 2018 · 8 mos
Scottrade Investment Management
April 2016 - February 2018 · 1 yr 10 mos
Scottrade, INC.Broker
October 2010 - February 2018 · 7 yrs 4 mos
Edward Jones
June 2008 - September 2010 · 2 yrs 3 mos
Edward JonesBroker
May 2008 - September 2010 · 2 yrs 4 mos
Pembrook Securities, INC.Broker
July 1995 - December 2002 · 7 yrs 5 mos
Mcdonald & Company Securities, INC.Broker
November 1989 - August 1993 · 3 yrs 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.