Mary Clark is a CFP-designated registered investment advisor at Cypress Capital, based in Tallahassee, FL, with 17 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 232 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cypress Capital offers investment management services for a fee. The annual investment advisory fee is negotiable, up to 2.00% of the assets managed. The fees can vary based on the representative assigned, the amount of assets invested, the complexity of the engagement, the number of meetings, and other factors. Cypress Capital also sponsors a wrap program with a negotiable annual fee up to 2.00%.
Location
1415 Piedmont Dr E Ste 1, Tallahassee, FL, 32308
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary is involved in several business activities, including Clark Welding LLC, Thirsty Running J Cattle Company LLC, and Cypress Capital. She dedicates nearly full-time hours to Cypress Capital and Independent Advisor Alliance, and minimal time to other ventures like notary services and tax/investment entities.
Employment History
Current Registrations
Cypress Capital
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Independent Advisor Alliance, LLC
Independent Financial Partners
Allen, Mooney & Barnes Investment Advisors, LLC
Allen, Mooney & Barnes Brokerage Services, LLCBroker
Centaurus Financial, INC.Broker
State Registrations10 states
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