Mary K. Norris
Professional summary
Mary Kathleen Norris, who also goes by Mary Kathleen Flanigan, Mary Flanigan, is a registered financial advisor currently at MKN WEALTH MANAGEMENT LLC located in Washington, District Of Columbia.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Mary has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Kathleen Norris's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 4, 2012 - Present
MKN WEALTH MANAGEMENT LLC
February 3, 2004 - December 1, 2008
MAP SECURITIES, INC.
October 9, 2003 - March 19, 2012
COLUMBIA FINANCIAL ADVISORS LLC
May 19, 2000 - March 12, 2002
UBS FINANCIAL SERVICES INC.
October 1, 1999 - May 23, 2000
WELLS FARGO CLEARING SERVICES, LLC
March 6, 1997 - October 1, 1999
FIRST UNION CAPITAL MARKETS CORP.
January 27, 1986 - April 17, 1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 19, 1984 - February 22, 1985
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/4/2012)
(7/31/2015)
Exams
Current Firm
MKN WEALTH MANAGEMENT LLC
CRD#: 161819 / SEC#: 801-74358
Contact information
Regulatory assets under management
| Total Number of Accounts | 68 |
| AUM (Assets Under Management) | $ 31,750,000 |
Red Flags
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