MJ
Mary Jordan
from Alpha Financial Management, Inc.
Mary Jordan is a financial advisor based in Georgia, Savannah,
with 13 years of experience. Mary currently works for
Alpha Financial Management, Inc..
Mary maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Mary Jordan works at Alpha Financial Management, Inc.
Alpha Financial Management, Inc. is a financial advisory firm based in Savannah, Georgia. It currently has approximately $67,310,570 of assets under management and employs about 2 people. Alpha Financial Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
7 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
7505 Waters Avenue, Suite E-1, Savannah, Georgia, 31406
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