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Mary Elizabeth Agran

Other Names: Libbie Agran
Firm:
Libbie Agran Financial Services & Seminars
Senior Advisor
Type: RIA
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Description

Mary Agran is an executive and has an ownership stake of Libbie Agran Financial Services & Seminars, a $552M dollar RIA based in West LA, CA. Mary has held an industry securities registration for 15 years and is subject to SEC oversight.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Mary Elizabeth Agran has not answered any questions on Financial Q&A.

Top Guides

Mary Elizabeth Agran has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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ownership pie chart
High Net Worth Individuals
Individuals
Pension and Profit Sharing Plans
Charitable Organizations

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Libbie Agran Financial Services & Seminars 32 years, 9 months Sep 1980 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 11/19/2009, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
SEC
License Status
Registered
Disclosures

No Disclosures Found
As of Date
11/19/2009
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

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There is currently no information available.

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees