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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Kathryn Campion is an Investment Advisor Representative with Avior Wealth Management, LLC. Mary has been in the financial services industry for over 30 years and has extensive experience providing investment advice to individuals, families, and businesses. Mary is also a Chartered Financial Analyst (CFA). Mary is registered to provide investment advice in Nebraska and Texas. Prior to joining Avior Wealth Management, LLC, Mary was an advisor at Champion Capital Research, Inc. and Midkiff & Stone Capital Group, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NE
01/10/2024 - Present
Avior Wealth Management, LLC (OMAHA NE)
CA
07/20/2010 - 12/09/2010
MIDKIFF & STONE CAPITAL GROUP, INC. (CARLSBAD CA)
TX
08/31/2000 - 03/07/2008
COASTAL SECURITIES, INC. (HOUSTON TX)
TX
07/13/2004 - 08/12/2004
U.S. FIDUCIARY SECURITIES, INC. (HOUSTON TX)
MO
10/22/1998 - 06/01/2000
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
MO
03/06/1997 - 11/09/1998
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
TX
04/01/1996 - 03/10/1997
SPIRES FINANCIAL, L.P. (HOUSTON TX)
NA
04/17/1995 - 11/20/1995
GSC SECURITIES, INC.
NA
05/21/1993 - 11/20/1995
GOVERNMENT SECURITIES CORPORATION
NA
10/30/1991 - 11/19/1992
WESTCAP GOVERNMENT SECURITIES, INC.
TX
10/30/1991 - 11/19/1992
WESTCAP SECURITIES, INC. (HOUSTON TX)
BC
Issued 01/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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