Unclaimed
Mary Theresa Allmon is an Investment Advisor Representative for Marietta Investment Partners, LLC, a firm based in Milwaukee, WI. Mary is registered with the state of Wisconsin and Texas. Mary obtained her Series 65 license in March of 2013. Mary is a Certified Financial Planner and specializes in Portfolio Management for Individuals and Businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WI
03/18/2013 - Present
Marietta Investment Partners, LLC (MILWAUKEE WI)
IA
Issued 03/15/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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