ML
Michelle Lais Mabry
CRD 1987030
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Client 1 St Advisory Group Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Client 1 St Advisory Group Llc
Chief Executive Officer · Less than 5% · Jul 2024
-
Client 1 St Advisory Group Llc
Chief Executive Officer · 50% – 75% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗