Mary Cantrell
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement income strategy
Demographic focus
LGBTQIA
Work history
Edward Jones
2018 - Present (8 years)
United Community Bank Inc
2006 - 2018 (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jake V
Series 66
Jasper, GA
Edward Jones
Shirley P
Series 66
Jasper, GA
Edward Jones
William H
CFP®, Series 66
Marble Hill, GA
Edward Jones
Clyde C
Series 66
Jasper, GA
Edward Jones
Douglas A
Series 66
Ball Ground, GA
Fidelity
Douglas Alldredge is a Financial Consultant currently working at Fidelity Investments. He focuses on helping clients make informed financial decisions through a planning-based practice that aligns client goals, objectives, and preferences with appropriate Fidelity resources. He has been with Fidelity Investments since 2021, initially serving as a Planning Consultant before becoming a Financial Consultant in 2023. Prior to that, Douglas held roles at E*TRADE from 2000 to 2021, where he worked as a Financial Consultant, Manager, and Team Lead. His earlier experience includes positions as a Financial Consultant at American Express Financial Advisors and Fortis Investors. Outside of his professional work, Douglas has interests in baseball, fitness, and tennis.
Robert M
CFP®, CFA®, Series 65
Big Canoe, GA
Compass Advisors LLC
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