Mary Gordon Seay
Professional summary
Mary Gordon Seay, who also goes by Mary Gordon Seay, is a registered financial advisor currently at CAMPBELL DEEGAN FINANCIAL located in Richmond, Virginia.
Mary Gordon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Mary Gordon has worked at 3 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Gordon Seay's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 27, 2021 - Present
CAMPBELL DEEGAN FINANCIAL
Office #1: 8730 Stony Point Pkwy Suite 100, Richmond, VA 23235February 17, 2017 - August 19, 2020
PURSHE KAPLAN STERLING INVESTMENTS
October 28, 2014 - February 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 10, 2014 - February 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
CAMPBELL DEEGAN FINANCIAL
CRD#: 293020 / SEC#: 801-112661
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/27/2021)
Exams
Series 7TO
Date: 3/6/2024
General Securities Representative ExaminationCurrent Firm
CAMPBELL DEEGAN FINANCIAL
CRD#: 293020 / SEC#: 801-112661
Contact information
SEC notice filing (22 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,760 |
| AUM (Assets Under Management) | $ 653,593,952 |
Red Flags
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Company Information
CAMPBELL DEEGAN FINANCIAL
CRD#: 293020Richmond, VA 23235TRUST BUT VERIFY
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