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Mary Giblin

4 Years of Experience
Tampa, FL
BrokerSells Insurance

Mary Giblin is a registered investment advisor, based in Tampa, FL, with 4 years of industry experience.

Location

4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Mary works as a Practice Manager for Riverside Wealth Advisors, dedicating full-time hours to back-office filings and business operations. She is also an insurance agent selling fixed insurance products, spending a few hours per week on this activity, and prepares taxes seasonally, spending about 10% of her time on this.

Employment History
Current Registrations
J.W. Cole Financial, INC.Broker
August 2022 - Present · 3 yrs 9 mos
J.W. Cole Financial, INC.
August 2022 - Present · 3 yrs 9 mos
J. W. Cole Advisors, INC.
February 2022 - Present · 4 yrs 3 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.