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INDUSTRY INVOLVEMENT

logo- NAIFA

National Association of Insurance and Financial Advisors

Mary L. Stockton is a member of the National Association of Insurance and Financial Advisors (NAIFA). Founded in 1890 as The National Association of Life Underwriters (NALU), NAIFA is one of the nation’s largest associations representing the interests of insurance professionals from every Congressional district in the United States. NAIFA members assist consumers by focusing their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA’s mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Information Source: NAIFA Website


logo- MDRT

Million Dollar Round Table

Mary L. Stockton is a Qualifying and Lifetime Member of the Million Dollar Round Table (MDRT). Founded in 1927, the Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Information Source: MDRT Website

San Diego Office


4365 Executive Drive, Suite 800
San Diego, CA 92121
Toll Free: (855) 623-8945

Boston Office


201 Jones Road, 5th Floor
Waltham, Massachusetts 02451
Phone: (781) 647-4100 | Toll Free: (855) 623-8945

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Disclosure

Mary Stockton is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, AZ, CA (CA Insurance License #0B99183), CO, CT, DC, FL, GA, HI, IA, ID, IL, KY, LA, MA, MD, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, and WI. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Mary Stockton is licensed and authorized to offer insurance in California, but Stockton Financial and Insurance Services may not be. For additional information on California licensure status, please click here.

Mary Stockton is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Fl 5, Waltham, MA, 02451, 855-623-8945. In this regard, this communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, KY, LA, MA, MD, MN, MO, MT, NC, NV, NY, OH, OK, OR, PA, RI, TN, TX, VA, VT, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Mary Stockton is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, KY, LA, MA, MD, MN, MO, MT, NC, NV, NY, OH, OK, OR, PA, RI, TN, TX, VA, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

Stockton Financial and Insurance Services is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Stockton Financial and Insurance Services nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
top logo
  • About
    • Meet Our Team
    • Our Mission
    • My Designations
    • Our Resources
    • Our Process
    • Industry Involvement
    • Working with Other Professionals
  • Expertise
    • Business Solutions
    • Personal Solutions
    • Investment Management
  • Resources
    • Videos
    • Newsletter
    • Helpful Links
    • Calculators
  • Contact
  • Client Login
    • eMoney
    • NYL Virtual Service Center
    • Eagle Strategies/NYLIFE Securities
    • NYLI Funds

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