MH
MH

Mary Hargrove

13 Years of Experience
St. Petersburg, FL
Broker

Mary Hargrove is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 13 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

880 Carillon Parkway, St. Petersburg, FL, 33716

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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 is an investor in Gone Salty LLC since 2018 and Sand Surf Company LLC since 2019. She dedicates minimal time to each investment.

Employment History
Current Registrations
Raymond James & Associates, INC.
August 2018 - Present · 7 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2018 - Present · 7 yrs 9 mos
Previous Registrations
Morgan Stanley
February 2016 - August 2018 · 2 yrs 6 mos
Morgan StanleyBroker
February 2016 - August 2018 · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
March 2012 - January 2016 · 3 yrs 10 mos
State Registrations1 state
FL
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.