Mary WilliamsCRD Number: 4529272
Current Firm: Lieblong & Associates, Inc.
Mary Williams (CRD# 4529272) is an Investment Advisor Representative working at Lieblong & Associates, Inc. in Little Rock, AR and has over 20 years of experience in the finance industry.
Bok Financial Advisors
Egp Wealth Management, LLC
Stifel, Nicolaus & Company, Incorporated
|Lieblong & Associates||Little Rock, AR||Jan 2002 - Current||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
|S63||Uniform Securities State Law Examination||Oct 2002|
Total Assets Under Management153MILLIONS
Total Number of Accounts119ACCOUNTS
Average Account Value$1,284,823
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
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