MT
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Mary Thackerson

2 Years of Experience
Lexington, NC
Broker

Mary Thackerson is a registered investment advisor at Wells Fargo Advisors, based in Lexington, NC, with 2 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Lexington, NC

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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 the treasurer for Triad Women's Club, a women's empowerment organization. She spends a few hours per week on this activity, none of which occur during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors
March 2024 - Present · 2 yrs 2 mos
Wells Fargo Advisors Financial Network, LLC
March 2024 - Present · 2 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Raymond James & Associates, INC.
June 2023 - March 2024 · 9 mos
Raymond James & Associates, INC.Broker
May 2023 - March 2024 · 10 mos
State Registrations26 states
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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 Thackerson - Financial Advisor | TrueAdvisor