Mary M. Beauchamp

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CRD#: 1090102

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mary Meekins Beauchamp, who also goes by Mary Lightner, Mary Mcneely, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 1983. Mary had worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mary Lightner | Mary Mcneely

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

July 5, 2012 - September 9, 2016

TULL FINANCIAL GROUP, INC.

RIA

CRD#: 112235

CHESAPEAKE, VA

Past

November 24, 1997 - July 5, 2012

LIVEOAK, LLC

RIA

CRD#: 116146

NORFOLK, VA

Past

November 3, 1987 - July 6, 1988

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

October 30, 1987 - November 4, 1987

LEGG MASON MASTEN INC.

CRD#: 2

Past

April 21, 1986 - October 31, 1987

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

Past

April 27, 1983 - July 11, 1986

MML INVESTORS SERVICES, LLC

CRD#: 10409

Past

March 16, 1983 - July 14, 1986

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

CRD#: 2682

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TULL FINANCIAL GROUP, INC.

R.W. TULL & ASSOCIATES, INC. | TULL FINANCIAL GROUP, INC.

CRD#: 112235 / SEC#: 801-61759

RIA

Registered Investment Advisory firm - (1/23/2003 Approved)

Virginia

Registered Investment Advisory firm - (3/31/2003 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/21/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/27/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/1984

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 7/27/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 3/15/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TULL FINANCIAL GROUP, INC.

R.W. TULL & ASSOCIATES, INC. | TULL FINANCIAL GROUP, INC.

CRD#: 112235 / SEC#: 801-61759

RIA

Registered Investment Advisory firm - (1/23/2003 Approved)

Virginia

Registered Investment Advisory firm - (3/31/2003 Terminated)

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Contact information

Main Address

555 Belaire Avenue Suite 130, Chesapeake, VA 23320-5205

Mailing Address

Phone number

(757) 436-1122

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (3/6/2025)

Regulatory assets under management

Total Number of Accounts	1,018
AUM (Assets Under Management)	$ 311,673,043

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mary M. Beauchamp

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LIVEOAK, LLC

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON MASTEN INC.

LEGG MASON WOOD WALKER, INCORPORATED

MML INVESTORS SERVICES, LLC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

Primary Firm SEC Registration

TULL FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/21/1997

Series 63

Date: 7/27/1983

Series 7

Date: 7/21/1984

Series 22

Date: 7/27/1983

Series 6

Date: 3/15/1983

Current Firm

TULL FINANCIAL GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TULL FINANCIAL GROUP, INC.

TRUST BUT VERIFY

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