Val BeersCRD 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.
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|Beers Kight Financial Advisors, LLC||Columbia, SC||Feb 2012 - Current||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 1994|
Total Assets Under Management176MILLIONS
Total Number of Accounts350ACCOUNTS
Average Account Value$503,861
- 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
- Pension consulting services
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