Kristin Beal, financial advisor Chicago IL
93 score

Kristin Beal

CRD Number: 5378384
Current Firm: Wayne Hummer Investments LLC

Kristin Beal (CRD# 5378384) is an Investment Advisor Representative working at Wayne Hummer Investments LLC in Chicago, IL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Mesirow Financial, Inc. Chicago, IL Oct 2009 - Current 7
Ameriprise Financial Services,inc. Lombard, IL Jul 2007 - Oct 2009 2
Shorebank Neighborhood Institute Chicago, IL Jun 2005 - May 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Kristin R. Beal
Phone Number: 312-431-1700
Firm Website: http://fcbadvisors.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,975
    MILLIONS
  • Total Number of Accounts
    4,895
    ACCOUNTS
  • Average Account Value
    $1,016,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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