Mary
O'Leary
Luken Investment Analytics, LLC
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About this Advisor
Mary O'Leary is a financial advisor based in Brentwood, Tennessee, working with Luken Investment Analytics, LLC. Mary has previously held positions at Levine Group LLC, Macy's, We Care Family Dentistry, Regions Bank, Sii Investments, and Luken Investment Analytics, LLC. Mary has passed the Series 65 regulatory exam and is registered to provide services in Alabama, Florida, Georgia, Illinois, Kentucky, Louisiana, Tennessee, and Texas. Currently, Mary is part of Luken Investment Analytics, LLC, which operates out of Brentwood, Tennessee. The firm has 6 employees and manages assets totaling $200.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Luken Investment Analytics, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Luken Investment Analytics, LLC Brokerage Details
$200,869,615
6
519
$387,032
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Mary O'Leary Work History
Luken Investment Analytics, LLC
Sii Investments
Levine Group LLC
Macy'S
We Care Family Dentistry
Regions Bank
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
Brentwood, TN
The content in this profile was updated by SmartAsset on 6/19/2024. 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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