Amos Beason, financial advisor Lagrange GA
83 score

Amos Beason

CRD Number: 1108655
Current Firm: Lakeview Capital Partners, LLC

Amos Beason (CRD# 1108655) is an Investment Advisor Representative working at Lakeview Capital Partners, LLC in Lagrange, GA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Lakeview Capital Partners, LLC Lagrange, GA Jan 2014 - Current 2
Morgan Stanley Smith Barney La Grange, GA Jun 2009 - Jan 2014 4
Citigroup Global Markets Inc. Lagrange, GA Jan 2002 - Jun 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1999
S65 NASAA Investment Advisors Law Examination Apr 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Amos T. Beason
Phone Number: 404-841-2224
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,080
    MILLIONS
  • Total Number of Accounts
    2,784
    ACCOUNTS
  • Average Account Value
    $747,160
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
Types of Clients
Registered States

AL, CA, CT, FL, GA, IL, LA, MA, MO, NC, NY, OH, PA, SC, TN, TX, VA

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BADGES
83

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