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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 Lavana Bui is a financial advisor at LPL Financial LLC in Huntington Beach, CA. Mary has been working in the financial services industry since 2003. Mary is registered with the state of California as a Registered Representative (Series 63 and 66) and an Investment Advisor Representative. Mary has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Mary can help clients with a variety of financial needs, including retirement planning, investment management, college savings, and estate planning. Prior to joining LPL Financial LLC, Mary worked at Wells Fargo Clearing Services, LLC and Wells Fargo Investments, LLC. Mary holds the SIE and Series 7 securities licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/02/2022 - Present
LPL Financial LLC (HUNTINGTON BEACH CA)
CA
01/03/2011 - 07/12/2022
WELLS FARGO CLEARING SERVICES, LLC (LONG BEACH CA)
CA
06/06/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA FE SPRINGS CA)
CA
09/15/2003 - 06/07/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 08/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/21/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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