Mary Frances Actor
Professional Summary
Mary Frances Actor, who also goes by Mary Frances Peterson, is a registered financial advisor currently at BERNTSON PORTER WEALTH MANAGEMENT, LLC located in Bellevue, Washington. Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mary has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mary Frances Peterson
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Years of Experience
18 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Current Firm
BERNTSON PORTER WEALTH MANAGEMENT, LLC | BERTSON PORTER WEALTH MANAGEMENT, LLC
Contact Information
Main Address
11100 Ne 8th St Suite 400, Bellevue, WA 98004Phone Number
(425) 454-7990# of Employees
18Documents
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
State Registrations and Notice Filings
(10/6/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM
CRS (Client Relationship Summary) - RIA
Click below to view Mary Frances Actor's CRS (Customer Relationship Summary).
Similar Advisors
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
LPL FINANCIAL LLC
THE ENSEMBLE TEAM