Mary Metro
Mary Metro is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chelmford, MA, with 26 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
Firm Size
IM Fee
Assets Under Management
Location
17 North Road, Chelmford, MA, 01824
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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 an agent for multiple insurance companies, including Lincoln Life and Annuity, Hartford, Prudential, Talcott, and Pacific Life, selling various non-variable insurance products. She also owns RETMAD, LLC, a rental real estate business, and METRO Financial Strategies, which is the name of her practice.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations32 states
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