Unclaimed Profile

Maryjane Margaret Lecroy

THREE ADVISORS INC.·ATLANTA, Georgia

SIE, Series 7CFPClean record9 years registeredTHREE ADVISORS INC.

2727 PACES FERRY RD. SE, ATLANTA, GA 30339CRD# 5036227Firm CRD# 119040

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Maryjane Margaret Lecroy · ATLANTA, GA

Registration

CRD #5036227 · THREE ADVISORS INC. · 9 years registered

Brand Profile

Not yet started

Career History

LINSCOMB WEALTH, INC.

Mar 2021 – present

LINSCOMB & WILLIAMS

Apr 2020 – Dec 2020

ATLANTA, GA

SOUTHBRIDGE

Aug 2018 – Mar 2020

MARRIETTA, GA

HAMMOND INVESTMENT PLANNING CORPORATION

May 2017 – Aug 2018

SMYRNA, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Registration record

First registered · May 4, 2017

Years registered · 9

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THREE ADVISORS INC.

CRD 119040 · SEC 801-77550

AUM

$242M

Regulatory assets under management

Employees

678 client accounts

Services offered by THREE ADVISORS INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THREE ADVISORS INC. →

Introduction

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Frequently Asked Questions

What services does Maryjane Margaret Lecroy offer?

Maryjane Margaret Lecroy specializes in Financial Planning, Investment Management. Contact their office in ATLANTA, Georgia for a consultation.

What are Maryjane Margaret Lecroy's credentials?

Maryjane Margaret Lecroy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Maryjane Margaret Lecroy located?

Maryjane Margaret Lecroy is based in ATLANTA, Georgia, working with THREE ADVISORS INC.. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.

How does Maryjane Margaret Lecroy charge for services?

Maryjane Margaret Lecroy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THREE ADVISORS INC.?

THREE ADVISORS INC. has approximately 8 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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