Mary
Livingston
Navigate Wealth Management, LLC
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About this Advisor
Mary Livingston is a financial advisor based in Birmingham, Alabama, working with Navigate Wealth Management, LLC. Mary has previously held positions at Porter White Investment Advisors, Inc, Equita Financial Network, Inc, Abeona Wealth, LLC, and Navigate Wealth Management, LLC. Mary has passed the Series 66 regulatory exam and is registered to provide services in Alabama. Currently, Mary is part of Navigate Wealth Management, LLC, which operates out of Birmingham, Alabama. The firm has 2 offices and 8 employees. The firm manages assets totaling $294.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Navigate Wealth Management, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Navigate Wealth Management, LLC Brokerage Details
$294,469,433
8
679
$433,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mary Livingston Work History
Navigate Wealth Management, LLC
Abeona Wealth, LLC
Equita Financial Network, Inc
Porter White Investment Advisors, Inc
Disclosures
Please visit the SEC profile of Mary Livingston to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navigate Wealth Management, LLC
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
Birmingham, AL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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