Mary Carden
Mary Carden is a registered investment advisor at Harbour Investments, INC., based in Kokomo, IN, with 30 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 22,917 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Harbour Investments offers investment management through wrap-fee programs where fees are calculated as a percentage of the value of your portfolio, up to a maximum of 2.0%. The specific fee is negotiated with your advisor and subject to Harbour's approval. Fees may be waived for periods after a commission is generated. Accounts under $25,000 may have higher service fees. Harbour also offers a directly-managed held-away program where fees are assessed and billed quarterly.
Location
1608 E Hoffer St, Kokomo, IN, 46902
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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 is the owner of Financial Solutions and Investments LLC, where she sells life and health insurance, and also owns Financial Solutions and Tax Services, where she works as a tax preparer and provides bookkeeping services. She also serves as a board member for the Kokomo Kids Fishing Clinic and the Coordinated Assistance Ministry, and is a notary public, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Harbour Investments, INC.
Harbour Investments, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
State Registrations3 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.