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Marcia Marie Mayoue

Marcia M. Mayoue

BIP WEALTH
Atlanta, GA 30305
Some features on this profile are disabled
CRD#: 1887472
Marcia Marie Mayoue

Professional summary

Marcia Marie Mayoue, CFP®, who also goes by Marcia Marie Dood, Marcia Marie Murray, is a registered financial advisor currently at BIP WEALTH, LLC located in Atlanta, Georgia.

Marcia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Marcia has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 53, Series 27 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Marcia Marie Dood | Marcia Marie Murray

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) - RIA

Click below to view Marcia Marie Mayoue's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

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

Certified Financial Planner

Start date: 2006

Experience

Current

December 2, 2011 - Present

BIP WEALTH, LLC

Office #1: 3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305
RIA
CRD#: 143208
Atlanta, GA
Past

February 14, 2011 - December 5, 2011

HOLCOMBE FINANCIAL, INC.

RIA
CRD#: 142238
ATLANTA, GA
Past

April 21, 2008 - March 15, 2011

MAYOUE WEALTH MANAGEMENT, LLC

RIA
CRD#: 145251
ATLANTA, GA
Past

May 31, 2005 - March 14, 2006

WILMINGTON BROKERAGE SERVICES COMPANY

BD
CRD#: 14942
WILMINGTON, DE
Past

January 3, 2002 - January 31, 2007

WILMINGTON TRUST INVESTMENT MANAGEMENT

RIA
CRD#: 19396
ATLANTA, GA
Past

January 22, 1993 - May 31, 2005

WILMINGTON TRUST INVESTMENT MANAGEMENT

BD
CRD#: 19396
ATLANTA, GA
Past

January 1, 1992 - September 11, 1992

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

November 23, 1988 - January 1, 1992

MANUFACTURERS HANOVER SECURITIES CORPORATION

BD
CRD#: 14434

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".
BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA
Registered Investment Advisory firm - (2/20/2008 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(12/2/2011)
IAR
Texas
(6/3/2013)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/12/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/8/1988
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 11/19/1988
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 7/28/1998
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 5/21/1993
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/19/1989
General Securities Principal Examination

Current Firm

BW
BIP WEALTH, LLC
BIP WEALTH, LLC | PREHMUS FINANCIAL | PEACHTREE FINANCIAL MANAGEMENT, LLC | BUCKHEAD INVESTMENT PARTNERS, LLC

CRD#: 143208 / SEC#: 801-68882

RIA
Registered Investment Advisory firm - (2/20/2008 Approved)
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Contact information

Main Address
3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305
Mailing Address
Phone number
(404) 495-5230
Established
Firm type
Fiscal year end
# of Employees
77

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 (10/13/2025)
ADV PART 2A (10/13/2025)

Regulatory assets under management

Total Number of Accounts11,697
AUM (Assets Under Management)$ 4,460,675,379

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2025
Cover Page
Report

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.

Company Information

BIP WEALTH, LLC

CRD#: 143208Atlanta, GA 30305

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