ML
ML

Maria Landry

23 Years of Experience
Baton Rouge, LA
Broker

Maria Landry is a registered investment advisor at Wells Fargo Advisors, based in Baton Rouge, LA, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

4319 Bluebonnet Blvd, Baton Rouge, LA, 70809

Get directions

History

Regulatory History
Clean regulatory record

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

Maria co-owns Mark's Prop Shop with her spouse, a marine propeller repair business, and dedicates minimal time to bookkeeping. This activity is not investment-related.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
July 2022 - Present · 3 yrs 10 mos
Wells Fargo Advisors
July 2022 - Present · 3 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2009 - July 2022 · 13 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
March 2009 - July 2022 · 13 yrs 4 mos
J.P. Morgan Securities INC.Broker
October 2008 - April 2009 · 6 mos
J.p.morgan Securities INC.
October 2008 - April 2009 · 6 mos
J. P. Morgan Securities INC.
September 2006 - October 2008 · 2 yrs 1 mo
J.P. Morgan Securities INC.Broker
July 2006 - October 2008 · 2 yrs 3 mos
Jpmorgan Securities INC
June 2002 - September 2006 · 4 yrs 3 mos
Banc One Securities CorporationBroker
April 2002 - July 2006 · 4 yrs 3 mos
State Registrations3 states
COLATX
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.
Maria Landry - Financial Advisor | TrueAdvisor