Brian Beasley (CRD# 2530865) is an Investment Advisor Representative working at Athena Advisor Services, LLC in Des Plaines, IL and has over 29 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Athena Advisor Services, LLC | Des Plaines, IL | Jul 2013 - Current | 10 |
Purshe Kaplan Sterling Investments | Albany, NY | Jul 2013 - Mar 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1994 |
S65 | NASAA Investment Advisors Law Examination | Jun 1999 |
- AZ
- FL
- IL
- TX
- WI
-
Total Assets Under Management76MILLIONS
-
Total Number of Accounts468ACCOUNTS
-
Average Account Value$163,382
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, FL, IL, TX, WI
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