Beverly FinkCRD Number: 6593717
Current Firm: Edward Jones
Beverly Fink (CRD# 6593717) is an Investment Advisor Representative working at Edward Jones in Gaylord, MI and has over 2 years of experience in the finance industry.
Huntington Financial Advisors
Principal Securities, Inc.
Raymond James Financial Services Advisors, Inc.
|Edward Jones||St Louis, MO||Dec 2015 - Current||5|
|Macdonald Garber Broadcasting||Petoskey, MI||Feb 2014 - Dec 2015||1|
|Pmp Personnel Services (@ Macdonald Garber Broadcasting)||Petoskey, MI||Feb 2014 - Feb 2014||< 1|
|Barry Ward Realty||Arnold, CA||Aug 2012 - Dec 2013||1|
|Boyne Usa (crooked Tree Golf Club)||Petoskey, MI||Aug 2010 - Jul 2012||1|
|Extended Traveling/ Volunteer Coaching (snowboarding)||Petoskey, MI||Jan 2012 - Apr 2012||< 1|
|Whale's Tail||Breckendridge, CO||Nov 2011 - Jan 2012||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2018|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- 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)
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.