Mary
Gibbons

Ria Advisory Group, LLC

CRD#2049282
Investment Advisor
in Ames, IA

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About this Advisor

Mary Gibbons is an advisor in Ames, Iowa. Currently a registered financial advisor with Ria Advisory Group, LLC, they have accrued 16 years of practice in the financial advisory industry. Gibbons holds Series 65 and Series 63 licenses, which certify the advisor as both a securities agent and an investment advisor representative. Gibbons can serve clients based out of Iowa. Throughout their career, they have worked at Lpl Financial LLC, Visionpoint Advisory Group and Ria Advisory Group. Ria Advisory Group, LLC is headquartered in Ames, Iowa. None of the advisor firm's clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in capital.

Certifications and Registrations

Series 65, Series 63

Years of Experience

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

Ames, IA

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Ria Advisory Group, LLC Brokerage Details

Total Assets Under Management

$116,104,523

IA Average: $9,259,360,772
Total Number of Employees

13

IA Average: 166
Total Number of Accounts

1,368

IA Average: 7,189
Average Account Size

$84,872

IA Average: $1,287,990

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Mary Gibbons Work History

Mary has 17 years of experience.

2019 - Present (1 year)

Ria Advisory Group

2014 - 2019 (5 years)

Visionpoint Advisory Group

2003 - 2019 (16 years)

Lpl Financial LLC

Disclosures

Mary Gibbons has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ria Advisory Group, LLC

Julie Woline
Des Moines, IA
John Peak
Des Moines, IA
Benjamin Heckart
Des Moines, IA
Linda Lundquist
Des Moines, IA
Brian Vestal
Des Moines, IA
Kari Nelson
Wanamingo, MN
Kevin Prink
Cannon Falls, MN
Jeffrey Gibbons
Ames, IA

This content was compiled from the SEC and FINRA.

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