Mary Gubler (CRD# 4822871) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Murray, UT and has over 10 years of experience in the finance industry.
CRD# 2588720
Prudential Financial Planning Services
CRD# 1801853
Morgan Stanley
CRD# 6291844
The Caprock Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors | Murray, UT | Jun 2014 - Current | 9 |
| Securities America, Inc. | Murray, UT | Apr 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
| S63 | Uniform Securities State Law Examination | Feb 2014 |
- TX
- UT
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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