ML
ML
Mary Limoges is a registered investment advisor at Centurion Counsel INC, based in San Diego, CA, with 44 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 52 clients with $57M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
52 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$57.4M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.40% |
| $250K - $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.60% |
| $2M+ | 1.40% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
4995 Murphy Canyon Road, Suite 300, San Diego, CA, 92123
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
March 1999Final
Regulatory
June 1998Final
Civil
April 1996Final
Other Business Activities
Mary is the secretary of Puppy Toes, Inc., a corporation. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Centurion Counsel INC
November 2025 - Present · 6 mos
Previous Registrations
Osaic Wealth, INC.
December 2010 - July 2025 · 14 yrs 7 mos
Osaic Wealth, INC.Broker
March 2002 - July 2025 · 23 yrs 4 mos
Centurion Institutional Services, INC.Broker
May 1995 - May 2002 · 7 yrs
Warner Beck IncorporatedBroker
March 1988 - January 1990 · 1 yr 10 mos
Nap Financial CorporationBroker
November 1986 - October 1988 · 1 yr 11 mos
Pim Financial Services, INC.Broker
April 1983 - March 2002 · 18 yrs 11 mos
La Jolla Securities, INC.Broker
August 1981 - February 1984 · 2 yrs 6 mos
American Pacific Securities CorporationBroker
July 1981 - November 1981 · 4 mos
State Registrations2 states
CATX
Advisor
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.