MP
Mary K. Perdue
LOOK BOTH WAYS FINANCIAL
Houston, TX
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CRD#: 7817894
MP
Professional summary
Mary Kathryn Perdue is a registered financial advisor currently at LOOK BOTH WAYS FINANCIAL, LLC located in Houston, Texas.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mary has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mary Kathryn Perdue's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 27, 2023 - Present
LOOK BOTH WAYS FINANCIAL, LLC
RIA
CRD#: 328755
Houston, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(11/27/2023)
Exams
Current Firm
LB
LOOK BOTH WAYS FINANCIAL, LLC
LOOK BOTH WAYS FINANCIAL | PERDUE HOLDINGS LLC, DBA LOOK BOTH WAYS FINANCIAL, LLC | PERDUE HOLDINGS LLC | LOOK BOTH WAYS FINANCIAL, LLC
CRD#: 328755 / SEC#:
Texas
Registered Investment Advisory firm - (11/27/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Houston, TX
Mailing Address
Phone number
(970) 980-6145
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
