Beverly Provost (CRD# 5740858) is an Investment Advisor Representative working at Fr Financial Advisors LLC in Coral Springs, FL and has over 10 years of experience in the finance industry. Beverly Provost 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# 4778193
Global Financial Private Capital, Inc.
CRD# 2311221
Kingsview Wealth Management, LLC
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fr Financial Advisors, LLC | Coral Springs, FL | Jan 2016 - Current | 5 |
| Evershore Financial Group | Boca Raton, FL | Apr 2011 - Jan 2016 | 4 |
| Securian Financial Services | St. Paul, MN | Jan 2010 - Jan 2016 | 6 |
| Minnesota Life Insurance Company | St. Paul, MN | Jan 2010 - Jan 2016 | 6 |
| Ibis Financial Group | Boca Raton, FL | Jan 2010 - Apr 2011 | 1 |
| Unemployed | Coral Spring, FL | Sep 2008 - Dec 2009 | 1 |
| Florida Atlantic University | Boca Raton, FL | Mar 2007 - Aug 2008 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
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Total Assets Under Management47MILLIONS
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Total Number of Accounts188ACCOUNTS
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Average Account Value$250,937
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
FL
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