Mary
James
Colomb Investment Management Company, LLC
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About this Advisor
Mary James is a financial advisor based in Ocala, Florida, working with Colomb Investment Management Company, LLC. Mary has previously held positions at Guardian Life Insurance Company Of America, Park Avenue Securities LLC, Wealth With Wisdom Advisors, Inc, Interfaith Foundation, Prime Image Design LLC, Swp Group Inc, Laurel Lake Villas Owners Association, Interfaith Emergency Services Corporation, Touchstone Wealth Advisors LLC, Mcbryar Advisory Services, Inc, Author, and Colomb Investment Management Company, LLC. Mary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida. Currently, Mary is part of Colomb Investment Management Company, LLC, which operates out of Ocala, Florida. The firm has 2 offices and 5 employees. The firm manages assets totaling $1.6 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Colomb Investment Management Company, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Colomb Investment Management Company, LLC Brokerage Details
$1,600,000
5
7
$228,571
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mary James Work History
Colomb Investment Management Company, LLC
Author
Touchstone Wealth Advisors LLC
Swp Group Inc
Prime Image Design LLC
Mcbryar Advisory Services, Inc
Touchstone Wealth Advisors LLC
Wealth With Wisdom Advisors, Inc
Interfaith Foundation
Laurel Lake Villas Owners Association
Interfaith Emergency Services Corporation
Park Avenue Securities LLC
Guardian Life Insurance Company Of America
Park Avenue Securities LLC
Disclosures
Please visit the SEC profile of Mary James 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 Colomb Investment Management Company, LLC
Daphne, AL
Metairie, LA
Lakeside, CA
Metairie, LA
Ocala, FL
Metairie, LA
Metairie, LA
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