Bari Beilinson (CRD# 6810810) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Atlanta, GA and has over 6 years of experience in the finance industry. Bari Beilinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
Company Name | Location | Dates | Years |
---|---|---|---|
Charles Schwab Bank, Ssb | Atlanta, GA | Oct 2018 - Current | 5 |
Charles Schwab & Company, Inc. | Atlanta, GA | Jun 2017 - Current | 6 |
Texas A&m University | College Station, TX | Aug 2013 - May 2017 | 3 |
Education Leadership & Research Center | College Station, TX | Sep 2016 - Mar 2017 | < 1 |
Willies Grill & Ice House | College Station, TX | Aug 2016 - Jan 2017 | < 1 |
Filmtribe Entertainment | Atlanta, GA | May 2016 - Aug 2016 | < 1 |
Athletic Club Northeast | Atlanta, GA | May 2016 - Jul 2016 | < 1 |
5-hour Energy | College Station, TX | Aug 2015 - May 2016 | < 1 |
Blinn College | Bryan, TX | Aug 2013 - Dec 2015 | 2 |
Jewish Community Center | Austin, TX | Apr 2010 - Aug 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- GA
- TX
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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