Mary Short is a CFP-designated registered investment advisor, based in Los Angeles, CA, with 10 years of industry experience.
Location
Los Angeles, CA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Mary is an ESG Advisory Council Member for the CFA Society Los Angeles since 2020. She dedicates minimal time to this role, providing analysts with a broader perspective of ESG considerations.
Employment History
Current Registrations
John Hancock Investment Management Distributors LLC
September 2020 - Present · 5 yrs 8 mos
John Hancock Investment Management Distributors LLCBroker
September 2020 - Present · 5 yrs 8 mos
John Hancock Investment Management LLC
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
John Hancock Distributors LLCBroker
September 2020 - June 2024 · 3 yrs 9 mos
Wilshire Associates Incorporated
September 2014 - April 2017 · 2 yrs 7 mos
Convergent Wealth Advisors, LLC
May 2010 - November 2012 · 2 yrs 6 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.