Mary Sargent is a registered investment advisor, based in Wilson, NC, with 16 years of industry experience.
Location
2301 Airport Blvd, Wilson, NC, 27896
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mary spends about half of her time selling fixed, term, and whole insurance through Level Four Insurance Services, LLC. She also manages assets and provides fee-based advisory services through Level Four Advisory Services, dedicating about 10-20% of her time to this.
Employment History
Current Registrations
Level Four Financial, LLCBroker
Level Four Advisory Services
Previous Registrations
LPL Financial LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations12 states
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