Mary Gafford Beard

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2011 → Present
  Raymond James Financial Services, Inc
  Auburn, AL
• 08/2011 → Present
  Raymond James Financial Services Advisors Inc.
  Auburn, AL
• 09/2009 → Present
  Lamar Financial Services
  Auburn, AL

Other Businesses

(1) Name of Business: LaMar Wealth Management Address: 822 N Dean Rd Ste 100, Auburn, AL, 36830, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 09/08/2009 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Event Planning, Contact Management, Client Service, Retirement Planning, Financial Planning, Risk Management (2) Name of Business: The Wit and Whimsy Foundation Address: 493 Merimont Blvd, Auburn, AL, 36830, United States Activity Type: Non profit Position/Title: Board Member, Director Investment Related: Yes Start Date: 07/19/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Finance and Governance Director - Steward of Resources and Accountability - Provides financial expertise and operational oversight. Helps the board make responsible, sustainable decisions by monitoring budgets, risks, compliance, and long-term financial health.

Exams

• S66 Uniform Combined State Law Examination
  2011-08-12

Other Names

• Meg Gafford
• Mary Gafford
• Mary Elizabeth Gafford
• Mary Elizabeth Gafford Beard
• Mary Elizabeth Beard
• Mary Elizabeth Gafford Beard