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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Bierds is an investment advisor representative with Brighton Jones LLC. Mary has been in the industry since 2006 and has a Series 6, Series 63, and Series 65 license. Mary has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Brighton Jones LLC is an investment advisory firm that provides financial planning, portfolio management, and other advisory services to individuals, families, and institutions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
03/28/2024 - Present
Brighton Jones LLC (SEATTLE WA)
TX
05/07/2013 - 05/05/2015
BB&T INVESTMENT SERVICES, INC. (DALLAS TX)
TX
01/31/2012 - 03/08/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (TYLER TX)
TX
11/02/2006 - 12/22/2009
CHASE INVESTMENT SERVICES CORP. (TYLER TX)
IA
Issued 03/28/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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