Joel Beyer, financial advisor Phoenix AZ

Joel Beyer

CRD Number: 2515319
Current Firm: Rfg Advisory, LLC

Joel Beyer (CRD# 2515319) is an Investment Advisor Representative working at Rfg Advisory, LLC in Phoenix, AZ and has over 29 years of experience in the finance industry.

Similar Advisors
David Schiller, financial advisor Phoenix AZ
David C. Schiller
CRD# 2794155
Aegis Wealth Partners, LLC
Similar Advisors
Dustin Suttle, financial advisor Phoenix AZ
Dustin G. Suttle
CRD# 4607086
Origin Investment Advisory LLC
Similar Advisors
Michael Abbate, financial advisor Phoenix AZ
Michael J. Abbate
CRD# 4091287
Atlas Lifestyle Planning Group LLC
Company Name Location Dates Years
Rfg Advisory, Llc Dba 215 Advisors Wealth Management Phoenix, AZ Apr 2022 - Current 1
Insurance Agent-self Employed Ramona, CA Jul 1989 - Current 34
Heritage Wealth Management, LLC Phoenix, AZ Sep 2020 - Apr 2022 1
215 Advisors, LLC Phoenix, AZ May 2016 - Dec 2020 4
Tres Wealth Management, LLC Chino, CA Aug 2013 - Jul 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Jun 2000
Contact Info for Joel A. Beyer
Phone Number: 205-397-2450
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    2,997
    MILLIONS
  • Total Number of Accounts
    16,034
    ACCOUNTS
  • Average Account Value
    $186,907
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
  • 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.