Mary Rose Limoges
Professional Summary
Mary Rose Limoges, who also goes by Mary Rose Heilbron, Mary Rose Lomoges, is a registered financial advisor currently at CENTURION COUNSEL INC located in San Diego, California. Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Mary has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mary Rose Heilbron, Mary Rose Lomoges
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
45 years in the financial services industry
Current & Past Employments
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Current Firm
CENTURION COUNSEL INC | CENTURION COUNSEL,INC.
Contact Information
Main Address
4995 Murphy Canyon Road Suite 300, San Diego, CA 92123Phone Number
(619) 391-2383# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
52AUM (Assets Under Management)
$57,357,467Similar Advisors
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Other business activities
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Mary Rose Limoges's CRS (Customer Relationship Summary).
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