Brett Beavers, financial advisor Frisco TX

Brett Beavers

CRD Number: 6894473
Current Firm: Advice And Planning Services

Brett Beavers (CRD# 6894473) is an Investment Advisor Representative working at Advice And Planning Services in Frisco, TX and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Frisco, TX Jun 2018 - Current 5
Tiaa Frisco, TX Jun 2018 - Current 5
University Of Arkansas Department Of Athletics Fayetteville, AR Jan 2018 - May 2018 < 1
University Of Arkansas Fayetteville, AR Aug 2014 - May 2018 3
Sowell Management Services North Little Rock, AR May 2017 - Feb 2018 < 1
University Of Arkansas Department Of Athletics Fayetteville, AR Sep 2016 - May 2017 < 1
Crews & Associates, Inc. Little Rock, AR Dec 2016 - Jan 2017 < 1
Pleasant Valley Property Owners Association Little Rock, AR May 2016 - Aug 2016 < 1
University Of Arkansas Department Of Athletics Fayettville, AR Jan 2016 - May 2016 < 1
Pleasant Valley Property Owners Association Little Rock, AR May 2015 - Aug 2015 < 1
University Of Arkansas Department Of Athletics Fayetteville, AR Aug 2014 - May 2015 < 1
Pleasant Valley Property Owners Assocation Little Rock, AR May 2014 - Aug 2014 < 1
Little Rock Catholic High School For Boys Little Rock, AR Aug 2010 - May 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Brett D. Beavers
Phone Number: 212-490-9000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    32,677
    MILLIONS
  • Total Number of Accounts
    73,602
    ACCOUNTS
  • Average Account Value
    $443,967
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, WY

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