Mary Louise James

Employer firm

Colomb Investment Management Company, LLC CRD 140088

$4.65M regulatory AUM 555 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2004 → 03/2017
  Guardian Life Insurance Company Of America
  Ocala, FL
• 11/2004 → 08/2017
  Park Avenue Securities Llc
  Ocala, FL
• 08/2017 → 04/2021
  Wealth With Wisdom Advisors, Inc.
  Palm Beach Gardens, FL
• 10/2016 → 08/2018
  Interfaith Foundation
  Ocala, FL
• 06/2006 → Present
  Prime Image Design Llc
  Ocala, FL
• 08/2012 → Present
  Swp Group Inc.
  Ocala, FL
• 12/2015 → 05/2021
  Laurel Lake Villas Owners Association
  Ocala, FL
• 04/2005 → 08/2017
  Park Avenue Securities Llc
  Ocala, FL
• 10/2008 → 08/2018
  Interfaith Emergency Services Corporation
  Ocala, FL
• 10/2020 → 08/2023
  Touchstone Wealth Advisors Llc
  Ocala, FL
• 09/2020 → Present
  Touchstone Wealth Advisors Llc
  Ocala, FL
• 05/2022 → 10/2022
  Mcbryar Advisory Services, Inc.
  Bay Minette, AL
• 11/2022 → Present
  Author
  Ocala, FL
• 06/2023 → Present
  Colomb Investment Management Company, Llc
  Metairie, LA

Previous Registrations

• 2021-02-03 → 2023-08-08
  Touchstone Wealth Advisors Llc
  Ocala, FL
• 2022-08-16 → 2022-10-12
  Mcbryar Advisory Services, Inc.
  Bay Minette, AL
  Ocala, FL
• 2017-08-11 → 2021-04-02
  Wealth With Wisdom Advisors, Inc.
  Ocala, FL
  Palm Beach Gardens, FL
  Ocala, FL
  Palm Beach Gardens, FL
  Palm Beach Gardens, FL
• 2005-04-26 → 2017-08-02
  Park Avenue Securities Llc
  Ocala, FL
  Fort Myers, FL
  Ocala, FL
  Ocala, FL
  Ocala, FL
• 1998-02-19 → 2004-10-29
  Ameritas Investment Company, Llc
  Weeki Wachee, FL

Other Businesses

1. SWP Group Inc.; Ocala, FL; President/Insurance Agent; Fixed Insurance Sales; 5 hour per month, some of which during securities trading hours; activity began 08/2012, 2. Prime Image Design LLC; Managing Member; Ocala, Florida; activity began 06/2006 3. Independent Author; Yes; Ocala, FL; Literature; Author; 11/2022; Less than 2%/ MO; 0 Hrs/ MO 4. Touchstone Wealth Advisors, LLC; Managing Member; Ocala, FL; legal entity formerly registered as an investment adviser (from 2020 through 2023) but now used for tax/accounting purposes only. Less than 2 Hrs/Mo.

Exams

• S66 Uniform Combined State Law Examination
  2005-03-04
• S63 Uniform Securities Agent State Law Examination
  1995-08-15

Designations

• Certified Financial Planner

Other Names

• Mary Louise Gleason
• Mary Louise Hinds
• Mary Louise Hart
• Mary Lou Hinds