Mary Francisco is a registered investment advisor, based in Arroyo Grande, CA, with 23 years of industry experience.
Location
Arroyo Grande, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Mary owns rental property in Santa Barbara, CA, since 2001. She spends minimal time on management activities.
Employment History
Current Registrations
World Investments, LLCBroker
October 2025 - Present · 7 mos
World Investments, LLC
October 2025 - Present · 7 mos
World Investment Advisors, LLC
August 2015 - Present · 10 yrs 9 mos
Previous Registrations
Pensionmark Securities, LLCBroker
September 2017 - October 2025 · 8 yrs 1 mo
Capfinancial Securities, LLC.Broker
August 2015 - September 2017 · 2 yrs 1 mo
LPL Financial LLCBroker
February 2012 - August 2015 · 3 yrs 6 mos
Independent Financial Partners
February 2012 - August 2015 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2002 - February 2012 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2002 - February 2012 · 9 yrs 10 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.