Mary Gibbons
Mary Gibbons is a registered investment advisor at RIA Advisory Group, LLC, based in The Villages, FL, with 31 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,996 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum allowable annual fee is 2%, using a tiered schedule where the rate applies to all managed assets. Fees are negotiable and paid monthly or quarterly in arrears.
Fee Estimator
Location
The Villages, FL
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2014Customer Dispute
July 2013Other Business Activities
Mary is involved with Trend Financial Investment Guidance, an investment-related activity, since 2012.
Employment History
Current Registrations
RIA Advisory Group, LLC
Previous Registrations
Visionpoint Advisory Group
LPL Financial LLCBroker
LPL Financial LLC
U.S. Bancorp Piper Jaffray INC.
U.S. Bancorp Piper Jaffray INC.Broker
Edward JonesBroker
New England SecuritiesBroker
New England SecuritiesBroker
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.
Exams
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