Beau Thurman (CRD# 7411736) is an Investment Advisor Representative working at Cornerstone Advisory in Fairhope, AL and has 1 year of experience in the finance industry.
CRD# 2283420
Heritage Road Advisors
CRD# 5809901
Stm Asset Management LLC
CRD# 1342404
Stifel Independent Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Payroll Hr | Baton Rouge, LA | Jul 2018 - Current | 5 |
| Advantage Payroll Services | Baton Rouge, LA | Jan 2010 - Jun 2018 | 8 |
- LA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts228ACCOUNTS
-
Average Account Value$63,233
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
LA, TX
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