Scott Beal (CRD# 7027077) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Dover, OH and has over 5 years of experience in the finance industry.
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 5532114
Stifel, Nicolaus & Company, Incorporated
CRD# 5279491
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| W&s Brokerage Services | Cincinnati, OH | Sep 2019 - Current | 4 |
| Western Southern Life | Dover, OH | Aug 2019 - Current | 4 |
| Edward Jones | St Louis, MO | Oct 2010 - Jul 2019 | 8 |
| Performance Foods Dba Long John Silver's | Canton, OH | Sep 2010 - Oct 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- OH
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts451ACCOUNTS
-
Average Account Value$272,427
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV
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