James Beatty (CRD# 7876873) is an Investment Advisor Representative working at Shankland Financial Advisors, LLC in Hendersonville, NC and has 1 year of experience in the finance industry.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shankland Financial Advisors, LLC | Hendersonville, NC | Feb 2024 - Current | < 1 |
| Shankland Financial Advisors, LLC | Hendersonville, NC | Jan 2024 - Feb 2024 | < 1 |
| Aldi, Inc. | Springfield, IL | Apr 2018 - Jan 2024 | 5 |
| State Of Illinois | Springfield, IL | Feb 2020 - Feb 2021 | 1 |
| Kelly Services | Springfield, IL | Apr 2019 - Jul 2019 | < 1 |
| Ups | Springfield, IL | Apr 2018 - Apr 2019 | 1 |
| Unemployed | Springfield, IL | Nov 2016 - Apr 2018 | 1 |
| Wells Fargo Home Mortgage | Springfield, IL | Jun 2008 - Oct 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- IL
- NC
-
Total Assets Under Management90MILLIONS
-
Total Number of Accounts431ACCOUNTS
-
Average Account Value$207,752
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, FL, IL, LA, MO, NC, SC, TX
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