Brent Beverly, financial advisor Diamond Bar CA
86 score

Brent Beverly

CRD Number: 1254841
Current Firm: Fsc Securities Corporation

Brent Beverly (CRD# 1254841) is an Investment Advisor Representative working at Fsc Securities Corporation in Diamond Bar, CA and has over 31 years of experience in the finance industry. Brent Beverly 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
Tag Financial Inc. Diamond Bar, CA Apr 2000 - Current 16
Fsc Securities Corporation Diamond Bar, CA Feb 1990 - Current 26
Drew Springer Referrals For Managed Futures Weatherford, TX Aug 2009 - Jun 2011 1
Btac Financial Services Fullerton, CA Jun 1985 - Oct 2006 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
S65 NASAA Investment Advisors Law Examination Sep 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Brent J. Beverly
Phone Number: 1-800-547-2382
Firm Website: http://www.fscorp.com
Registered State(s):
  • CA
  • NV
  • OH
By the Numbers
  • Total Assets Under Management
    5,630
    MILLIONS
  • Total Number of Accounts
    24,779
    ACCOUNTS
  • Average Account Value
    $227,192
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)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
86

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