MT
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Mary Taliaferro

11 Years of Experience
Cincinnati, OH
Broker

Mary Taliaferro is a registered investment advisor, based in Cincinnati, OH, with 11 years of industry experience.

Location

9360 Montgomery Rd, Cincinnati, OH, 45242

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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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Other Business Activities

Mary operates her LPL business under the DBA Wealth Enhancement Group. She also provides investment advisory services through Wealth Enhancement Advisory Services LLC, dedicating full-time hours to this activity.

Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
September 2023 - Present · 2 yrs 8 mos
Wealth Enhancement Advisory Services, LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
LPL Financial LLCBroker
August 2023 - June 2025 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2020 - July 2023 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2020 - July 2023 · 2 yrs 9 mos
Eagle Strategies LLC
August 2019 - September 2020 · 1 yr 1 mo
Nylife Distributors LLCBroker
August 2019 - September 2020 · 1 yr 1 mo
Nylife Securities LLCBroker
August 2018 - August 2019 · 1 yr
New York Life Investment Management LLC
September 2014 - August 2018 · 3 yrs 11 mos
Nylife Distributors LLCBroker
July 2014 - August 2018 · 4 yrs 1 mo
State Registrations29 states
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AdvisorBrokerBoth

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