Mary Bennett is a ChFC-designated registered investment advisor at Edward Jones, based in Wytheville, VA, with 24 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B 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 | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
148 West Main Street, Wytheville, VA, 24382
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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 Activities
Mary sells investment-related products for companies affiliated with PFS Investments Inc. She may also receive non-investment related compensation from Primerica Client Services, Inc. for part-time referrals of home security, automation products, and other home-related services.
Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
Primerica Advisors
PFS Investments INC.Broker
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
Scottrade Investment Management
Scottrade, INC.Broker
Metlife Investors Distribution CompanyBroker
Tower Square Securities, INC.Broker
Walnut Street Securities, INC.Broker
New England SecuritiesBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Parker/hunter IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations17 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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