Val Beers, financial advisor Columbia SC

Val Beers

CRD Number: 2406945
Current Firm: Beers Kight Financial Advisors, LLC

Val Beers (CRD# 2406945) is an Investment Advisor Representative working at Beers Kight Financial Advisors, LLC in Columbia, SC and has over 27 years of experience in the finance industry. Val Beers 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.

Similar Advisors
Donna Able, financial advisor Columbia SC
Donna K. Able
CRD# 2105773
Janney Montgomery Scott LLC
Similar Advisors
William Addison, financial advisor Columbia SC
William L. Addison
CRD# 6152328
Independent Advisor Alliance, LLC
Similar Advisors
Lance Adicks, financial advisor Columbia SC
Lance W. Adicks
CRD# 6683841
Wells Fargo Clearing Services, LLC
Professional Designations
Company Name Location Dates Years
Beers Kight Financial Advisors, LLC Columbia, SC Feb 2012 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 1994
Contact Info for Val H. Beers
Phone Number: 803-787-0003
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    176
    MILLIONS
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $503,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, SC

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.