MG
MG

Mary Gaudet

33 Years of Experience
Gilford, NH
Broker

Mary Gaudet is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gilford, NH, with 33 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

25 Country Club Rd, Suite 207, Gilford, NH, 03249

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mary's business accounts are held under Gaudet Financial Services LLC, where she is an independent contractor. She spends minimal time on this activity, which involves managing business utilities, mortgages, bank accounts, and insurance policies, as well as employing a sales assistant.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2003 - Present · 22 yrs 9 mos
Previous Registrations
Raymond James Financial Services
August 2003 - January 2009 · 5 yrs 5 mos
Uvest Financial Services And/or Compass Capital
July 2001 - August 2003 · 2 yrs 1 mo
Uvest Financial Services Group, INC.Broker
September 2000 - August 2003 · 2 yrs 11 mos
Raymond James Financial Services, INC.Broker
January 1999 - September 2000 · 1 yr 8 mos
Robert Thomas Securities, INCBroker
February 1994 - January 1999 · 4 yrs 11 mos
Invest Financial CorporationBroker
May 1992 - February 1994 · 1 yr 9 mos
State Registrations27 states
AZCACTDCFLGAKSMAMDMSMTNCNDNHNJNMNYOHPARISCTNTXVAVTWAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.