John Beasley, financial advisor Lawrenceburg TN
90 score

John Beasley

CRD Number: 5892585
Current Firm: Waddell & Reed

John Beasley (CRD# 5892585) is an Investment Advisor Representative working at Waddell & Reed in Lawrenceburg, TN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Mainstreet Lawrenceburg Tn Lawrenceburg, TN May 2013 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Lawrenceburg, TN Jun 2011 - Current 5
Waddell & Reed, Inc. Lawrenceburg, TN Feb 2011 - Current 5
E O Coffman Middle School Lawrenceburg, TN Jan 2013 - May 2015 2
John Beasley Lawrenceburg, TN Aug 2013 - Apr 2015 1
Unemployed Knoxville, TN Jul 2007 - Feb 2011 3
Lawrenceburg Little League Lawrenceburg, TN Apr 2007 - Jul 2007 < 1
Unemployed Lawrenceburg, TN Aug 1994 - Apr 2007 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for John W. Beasley
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • AL
  • TN
  • GA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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