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Andrew L

Series 63, Series 65

Auburn, AL

Raymond James Financial

Andrew Lamar III is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has been with Raymond James since 2009 and previously led LaMar Financial Services. Additionally, he holds a patent related to marketing a particular term and is involved in that business. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm provides tailored, non-discretionary advice using analytical tools and supports various advisory programs, with a notable affiliation to a municipal advisor and recent expansions in SIMPLE IRA employer consulting services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Becton L

Series 66

Auburn, AL

Raymond James Financial

Becton Lamar is a financial advisor with Raymond James Financial, holding a Series 66 designation and 10 years of industry experience. He is the owner and CEO of LaMar Wealth Management, where he serves as an independent contractor focused on financial planning and wealth management. Lamar has been affiliated with Raymond James Financial Services Advisors, Inc. since 2016. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm offers non-discretionary, tailored planning and consulting using advanced analytical tools and supports a wide network of advisors and affiliated firms.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Mary B

Series 66

Auburn, AL

Raymond James Financial

Mary Beard is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. She has worked at Raymond James since 2011 and is also associated with LaMar Financial Services, where she contributes to event planning, client service, retirement planning, and risk management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele, including individual, high-net-worth, institutional, and corporate clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisory affiliation and specialized offerings such as SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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