Mary Valliant
Mary Valliant is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chestertown, MD, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
336 Cannon St., Chestertown, MD, 21620
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2009Other Business Activities
Mary is a board member for Medical Mutual Liability Insurance of Maryland and a director and committee member for Medical Mutual Liability Insurance Society of Maryland. She is also a member of Valliant and Associates, LLC, taking about half of her time, and is involved in agriculture/farming with Valliant Shellfish and Seafood LLC.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Robert Thomas Securities, INCBroker
Primevest Financial Services, INC.Broker
Painewebber IncorporatedBroker
State Registrations24 states
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.