Mary LordCRD Number: 4471688
Current Firm: Spero-smith Investment Advisers, Inc.
Mary Lord (CRD# 4471688) is an Investment Advisor Representative working at Spero-smith Investment Advisers, Inc. in Cleveland, OH and has 1 year of experience in the finance industry. Mary Lord has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Spero-smith Investment Advisers, Inc.||Cleveland, OH||Mar 2007 - Current||10|
|Tiaa-cref||New York, NY||Oct 2001 - Jan 2007||5|
Total Assets Under Management810MILLIONS
Total Number of Accounts1,640ACCOUNTS
Average Account Value$493,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, FL, MA, NC, OH, PA, TX