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Marcia Marie Mayoue

BIP Wealth, LLC

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About Marcia Marie Mayoue

Marcia Marie Mayoue is an Investment Advisor Representative with BIP Wealth, LLC. Marcia Marie Mayoue has been in the industry since 1988. She is licensed in Georgia and Texas. Marcia Marie Mayoue has passed the Series 65, Series 63, Series 27, Series 24, and Series 53 exams. Marcia Marie Mayoue is also a Certified Financial Planner and a Chartered Financial Analyst. Marcia Marie Mayoue previously worked at Wilmington Brokerage Services Company, Wilmington Trust Investment Management, Chemical Securities, Inc., and Manufacturers Hanover Securities Corporation.

Firm Information

Marcia Mayoue is currently registered with BIP Wealth, LLC. BIP Wealth, LLC is an investment advisor based in Atlanta, GA. The firm has over $2.8 billion in regulatory assets under management and specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, corporations, and charitable organizations.
BIP Wealth, LLC

3575 PIEDMONT RD, NE

ATLANTA, GA 30305

$2.83B

Assets Under Management

2

Total Clients

33

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marcia Mayoue’s Registration & Firm History

GA

06/03/2013 - Present

BIP Wealth, LLC (ATLANTA GA)

DE

05/31/2005 - 03/14/2006

WILMINGTON BROKERAGE SERVICES COMPANY (WILMINGTON DE)

GA

01/22/1993 - 05/31/2005

WILMINGTON TRUST INVESTMENT MANAGEMENT (ATLANTA GA)

NY

01/01/1992 - 09/11/1992

CHEMICAL SECURITIES, INC. (NEW YORK NY)

NA

11/23/1988 - 01/01/1992

MANUFACTURERS HANOVER SECURITIES CORPORATION

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Licenses & Designations

IA

Issued 04/12/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/08/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/28/1998

Series 53 - Municipal Securities Principal Examination

BC

Issued 05/21/1993

Series 27 - Financial and Operations Principal Examination

BC

Issued 12/19/1989

Series 24 - General Securities Principal Examination

BC

Issued 11/19/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marcia Marie Mayoue.
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