Mary Benedict (CRD# 2283420) is an Investment Advisor Representative working at Heritage Road Advisors in Fairhope, AL and has over 31 years of experience in the finance industry.
CRD# 5809901
Stm Asset Management LLC
CRD# 1342404
Stifel Independent Advisors, LLC
CRD# 5586618
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Road Advisors, Inc. | Point Clear, AL | Aug 2019 - Current | 4 |
| Benedict Consulting, Inc. | Point Clear, AL | Sep 2017 - Dec 2021 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue, WA | Mar 1990 - Aug 2017 | 27 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1992 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1992 |
- AL
- WA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$206,050
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, WA
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