Beverly Provost, financial advisor Coral Springs FL

Beverly Provost

CRD Number: 5740858
Current Firm: Fr Financial Advisors LLC

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.

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Professional Designations
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
Contact Info for Beverly B. Provost
Phone Number: 954-755-0222
Firm Website: http://www.fradv.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    47
    MILLIONS
  • Total Number of Accounts
    188
    ACCOUNTS
  • Average Account Value
    $250,937
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL

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