Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Leila Beford is a Registered Investment Advisor (IA) with Aprio Wealth Management, LLC. Mary holds the Series 65 license and is a Certified Public Accountant. Mary has a background in the financial services industry, working with Aprio LLP since 2019 and previously with CliftonLarsonAllen LLP. Mary specializes in providing financial planning, pension consulting, and portfolio management services for individuals, charitable organizations, and pension and profit-sharing plans. Mary has experience working with a variety of clients, including high-net-worth individuals and corporations.
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.
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.
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GA
11/16/2023 - Present
Aprio Wealth Management, LLC (ATLANTA GA)
IA
Issued 11/14/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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