Mary Elizabeth Fahey
Investment adviser representative at LPL Financial LLC
16 yearsExperience
2 statesRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- LPL Financial LLCJul 2021 to now
- US Census BureauJul 2020 to Sep 2020
- South ChurchSep 2017 to Nov 2020
- Sheryl WeinJan 2015 to Jul 2021
- The Wein GroupJan 2015 to Nov 2020
- Bni Merrimack ValleyOct 2013 to Dec 2016
- Richard F Sawyer M.DAug 2012 to Dec 2016
- Various Insurance Carriers for W & R Insurance AgenciesJul 2010 to Jul 2021
- Waddell & Reed, Inc.Jul 2010 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 5150614
- Firm CRD
- 6413