MN
MN

Mary Nolan

25 Years of Experience
Decatur, IL
Broker

Mary Nolan is a registered investment advisor at Raymond James & Associates, INC., based in Decatur, IL, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

101 South Main Street, Suite 301, Decatur, IL, 62523

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Mary is the owner of Brechnitz Group LLC, created for the RJ Select office. She spends minimal time on this business activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
May 2006 - Present · 20 yrs 2 mos
Raymond James & Associates, INC.
April 2006 - Present · 20 yrs 3 mos
Raymond James & Associates, INC.Broker
April 2006 - Present · 20 yrs 3 mos
Previous Registrations
Morgan Stanley
March 2003 - April 2006 · 3 yrs 1 mo
Morgan Stanley Dw INC.Broker
November 2000 - April 2006 · 5 yrs 5 mos
State Registrations28 states
ALAZCACOFLGAIAILINKYMEMIMNMONCNMNYOHOKORSCSDTNTXUTVAWAWI
AdvisorBrokerBoth

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
No exam information available for this advisor.