Mary Lee Cherba
Investment adviser representative at Financial Directions LLC
24 yearsExperience
1 stateRegistered in
$737.8MFirm assets
26 yearsFirm in business
Are you Mary Lee Cherba? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
24 years in the industry.
- Financial Directions, LLCOct 1998 to now
- Retirement Plan Solutions, LLCJul 2006 to Jan 2022
- Triad Advisors, Inc.Apr 1999 to Jan 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Financial Directions LLC
$737.8MAssets managed
2,488Clients
3Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3129156
- Firm CRD
- 108475