Mary
Livingston
Navigate Wealth Management, LLC
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About this Advisor
Mary Livingston is a certified financial planner and chartered financial analyst working in Birmingham, Alabama with a total of 1 year of industry experience. Livingston is an employee of Navigate Wealth Management, LLC. Their career trajectory has included roles at Porter White Investment Advisors, Inc, Equita Financial Network, Inc, Abeona Wealth, LLC and Navigate Wealth Management, LLC. Livingston holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Alabama. Navigate Wealth Management, LLC is a registered investment business that has its headquarters in Birmingham, AL. The investment advisory business has offices in two locations and a total of seven people on staff. It has $227 million in total assets between its 590 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 590 accounts, 45% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Navigate Wealth Management, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees usually are based on which service is provided. Fee types charged by Navigate Wealth Management, LLC can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Navigate Wealth Management, LLC Brokerage Details
$226,565,250
7
590
$384,009
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Mary Livingston Work History
Mary has been registered as a financial advisor for 1 years.*
Navigate Wealth Management, LLC
Abeona Wealth, LLC
Equita Financial Network, Inc
Porter White Investment Advisors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
