MW
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Mary Williams

23 Years of Experience
Little Rock, AR
Broker

Mary Williams is a registered investment advisor at Lieblong & Associates, INC., based in Little Rock, AR, with 23 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 126 clients with $200M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
126 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$197.9M

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)

Lieblong & Associates manages investments for separately managed accounts, charging a fee based on a percentage of the value of the investments. This fee covers both investment management and trade execution, so you won't pay a separate brokerage commission. The specific fee is negotiable and depends on factors like the size of your account and the services provided.

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Location

10809 Executive Center Drive, Suite 117, Little Rock, AR, 72211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lieblong & Associates, INC.
June 2019 - Present · 6 yrs 11 mos
Lieblong & Associates, INC.Broker
May 2002 - Present · 24 yrs
State Registrations26 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Mary Williams - Financial Advisor | TrueAdvisor