Mary
O'Leary
Luken Investment Analytics, LLC
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About this Advisor
Mary O'Leary is a financial advisor operating out of Brentwood, Tennessee with 5 years of relevant experience. O'Leary works at Luken Investment Analytics, LLC. During their career, O'Leary has held roles at Levine Group LLC, Macy'S, We Care Family Dentistry, Regions Bank, Sii Investments and Luken Investment Analytics, LLC. O'Leary holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Alabama, Florida, Georgia, Illinois, Kentucky, Louisiana, Tennessee and Texas. Luken Investment Analytics, LLC is an advisory business that has its headquarters in Brentwood, TN. It controls $189 million in assets under management among its 447 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 447 accounts, 19% are held by high-net-worth investors who have more than $1 million in assets. Luken Investment Analytics, LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and publication of newsletters. A financial advisor's fees depend on which service is provided. However, fee types billed by Luken Investment Analytics, LLC likely include some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Luken Investment Analytics, LLC Brokerage Details
$188,641,766
5
447
$422,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Publication of periodicals or newsletters
Mary O'Leary Work History
Mary has been registered as a financial advisor for 5 years.*
Luken Investment Analytics, LLC
Sii Investments
Levine Group LLC
Macy'S
We Care Family Dentistry
Regions Bank
*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 O'Leary 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 Luken Investment Analytics, LLC
Brentwood, TN
Brentwood, TN
Brentwood, TN
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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