Mary S. Mcmahon
Professional summary
Mary Smith Mcmahon, CFP®, who also goes by Mary S. Mcmahon, Mary Louise Smith, is a registered financial advisor currently at MSM ADVISORY, LLC located in Dallas, Texas.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mary has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Smith Mcmahon's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
February 13, 2020 - Present
MSM ADVISORY, LLC
April 6, 2017 - December 31, 2019
MSM ADVISORY, LLC
March 23, 2016 - December 31, 2016
MSM ADVISORY, LLC
April 8, 2015 - December 31, 2015
MML INVESTORS SERVICES, LLC
March 27, 2015 - December 31, 2015
MML INVESTORS SERVICES, LLC
April 12, 2013 - January 22, 2015
HORNOR, TOWNSEND & KENT, LLC
January 11, 2013 - January 22, 2015
HORNOR, TOWNSEND & KENT, LLC
June 21, 2011 - December 20, 2012
PRUCO SECURITIES, LLC.
June 21, 2011 - December 20, 2012
PRUCO SECURITIES, LLC.
July 20, 2009 - April 14, 2011
MML INVESTORS SERVICES, LLC
April 21, 2009 - April 14, 2011
MML INVESTORS SERVICES, LLC
April 24, 2008 - March 31, 2009
LINCOLN INVESTMENT
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/13/2020)
Exams
Current Firm
MSM ADVISORY, LLC
CRD#: 283032 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 1,778,950 |
Red Flags
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