Mary
Smith
Invista Advisors
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About this Advisor
Mary Smith is a financial advisor based in Montgomery, Alabama, working with Invista Advisors. Mary has previously held positions at Lpl Financial LLC and Invista Advisors (formerly Mcdonald & Hagan Wealth Management). Mary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama. Currently, Mary is part of Invista Advisors, which operates out of Montgomery, Alabama. The firm has 2 offices and 8 employees. The firm manages assets totaling $462.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Invista Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Invista Advisors Brokerage Details
$462,356,039
8
994
$465,147
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Mary Smith Work History
Invista Advisors (Formerly: Mcdonald & Hagan Wealth Management)
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Mary Smith 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 Invista Advisors
Montgomery, AL
Auburn, AL
Auburn, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
Montgomery, AL
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