Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Voll Miller is a financial advisor registered with the state of Texas. Mary has been in the industry since 2008 and holds the Series 63, Series 65, Series 7 and SIE licenses. Mary is a Certified Financial Planner. Mary is currently employed by Mission Wealth Management, LP, a firm with offices in Austin, TX and Santa Barbara, CA. Prior to joining Mission Wealth Management, Mary was employed by B.B. GRAHAM & COMPANY, INC. and CHOICE INVESTMENTS, INC. Mary specializes in family wealth management, financial planning, pension consulting, and the selection of other advisors. Mary is a financial advisor who works with individuals, corporations, high-net-worth individuals and charitable organizations.
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.
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.
Family wealth management
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
TX
03/02/2023 - Present
Mission Wealth Management, LP (Austin TX)
TX
09/14/2011 - 03/31/2021
B.B. GRAHAM & COMPANY, INC. (AUSTIN TX)
TX
06/04/2008 - 09/16/2011
CHOICE INVESTMENTS, INC. (AUSTIN TX)
IA
Issued 01/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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