MG
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Mary Gilfoil

18 Years of Experience
Gulfport, MS
Broker

Mary Gilfoil is a registered investment advisor at Cetera Investment Advisers LLC, based in Gulfport, MS, with 18 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2510 14th Street-One Hancock Plaza, Gulfport, MS, 39501

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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.

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Other Business Activities

Mary works as a private banker for Hancock Whitney.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Investment Services LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Hancock Whitney Investment Services INC.Broker
March 2015 - August 2022 · 7 yrs 5 mos
StephensBroker
September 2005 - May 2013 · 7 yrs 8 mos
State Registrations1 state
MS
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.
Mary Gilfoil - Financial Advisor | TrueAdvisor