Mary Disher
Mary Disher is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Port Charlotte, FL, with 30 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Port Charlotte, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary owns a unit of residential rental real estate and her spouse owns several others, with Mary handling bookkeeping for a few hours per week. She also sells life, disability, fixed annuities, and long-term care insurance as an insurance agent, and is involved with several non-profit organizations.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
The Investment Center, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Barnett Investments, INC.Broker
State Registrations19 states
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