Mary-Lee Widder
Mary-Lee Widder is a registered investment advisor at Wells Fargo Advisors, based in Palm Beach Gardens, FL, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3825 Pga Boulevard, Ste 601, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary-Lee owns rental property with her spouse, acts as trustee for an individual 401k plan, and is an independent distributor for Modere, selling health care products. She also holds a real estate license, is the executor for her father's estate, owns UTSAHA LLC (a Finet business), and is a committee member for Ballenisles Community Association.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
World Group Securities, INC.Broker
Liberty Funds Distributor, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations12 states
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