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About this Advisor
Mary Radcliff is an advisor who lives in Tempe, Arizona. Currently a registered financial advisor with Edward Jones, they have accumulated 10 years of professional experience in the financial advisory industry. Radcliff maintains Series 63 and Series 66 licenses, qualifying them as a securities agent. Radcliff is able to serve clients based out of Arizona. Their career trajectory has included roles at Jehn Financial, H.Beck Inc, Sagepoint Financial Advisors and Edward Jones. Edward Jones is headquartered in Tempe, Arizona, and has 13,586 additional locations in the United States. As an advisory firm, Edward Jones manages $329 billion in assets dispersed across 3,047,151 client accounts and retains more than 23,408 people. The firm's total assets under management places it among the largest investment advisory firms in the country. The firm manages 996,779 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 9% of the advisor firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Edward Jones can provide portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based and other fees.
Certifications and Registrations
Years of Experience
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Edward Jones Brokerage Details
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Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Mary Radcliff Work History
Mary has 11 years of experience.
Sagepoint Financial Advisors
Mary Radcliff has no disclosures.
Please visit their SEC profile for more details.
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