Mary
Gibbons

Ria Advisory Group, LLC

CRD#2049282
Investment Advisor
in Ames, IA

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About this Advisor

Mary Gibbons is a financial advisor who works in Ames, Iowa, with 19 years of experience as a financial advisor. Gibbons works at Ria Advisory Group, LLC. Gibbons has gained experience at Lpl Financial LLC, Visionpoint Advisory Group and Ria Advisory Group. Gibbons has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Iowa. Ria Advisory Group, LLC is a firm based in Ames, Iowa. The investment advisory business has offices in 17 locations and a total of 24 employees. It oversees $364 million in assets under management between its 2,964 client accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 2,964 customer accounts, just 3% belong to high-net-worth individuals who have greater than $1 million in investable assets. Ria Advisory Group, Llc provides portfolio management for individuals and small businesses. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees billed by Ria Advisory Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

19 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Disclosures

Yes

Office Location

Ames, IA

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Ria Advisory Group, LLC Brokerage Details

Total Assets Under Management

$364,100,192

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

24

IA Average: 166
Total Number of Accounts

2,964

IA Average: 7,189
Average Account Size

$122,841

IA Average: $1,287,990

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Mary Gibbons Work History

Mary has 19 years of experience.

2019 - Present (4 years)

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

Nathan Fichter
Elk Horn, NE
Julie Woline
Des Moines, IA
Todd Adams
Des Moines, IA
Laurie Ketterling
Des Moines, IA
Patrick Mccabe
Des Moines, IA
John Peak
Des Moines, IA
Christopher Hanson
Des Moines, IA
Dana Rausch
Sioux Falls, SD

The content in this profile was updated by SmartAsset on 04/01/2022. 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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