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Mary Ellington

14 Years of Experience
Lafayette, La, Us, LA
BrokerSells Insurance

Mary Ellington is a registered investment advisor, based in Lafayette, La, Us, LA, with 14 years of industry experience.

Location

185 South Beadle Road, Building 2, Lafayette, La, Us, LA, 70508

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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 ActivitiesSells Insurance

Mary works as a Wealth Management Assistant for Kolder, Slaven, & Co., Avantax Insurance Agency/Services, and KCS Wealth Advisors, LLC (also known as Kore Financial Group). She dedicates minimal time to Kolder, Slaven, & Co. and Avantax Insurance Agency/Services, but works full-time at KCS Wealth Advisors, LLC.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Capital CORP.Broker
January 2013 - October 2019 · 6 yrs 9 mos
1st Global Advisors INC
January 2013 - October 2019 · 6 yrs 9 mos
Morgan Keegan & Company, INC.
June 2011 - November 2012 · 1 yr 5 mos
Morgan Keegan & Company, INC.Broker
March 2011 - November 2012 · 1 yr 8 mos
State Registrations1 state
LA
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 Ellington - Financial Advisor | TrueAdvisor