Beverly BarrCRD Number: 1071400
Current Firm: Spc
Beverly Barr (CRD# 1071400) is an Investment Advisor Representative working at Spc in Lebanon, PA and has over 31 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Thrivent Investment Management Inc.
Ic Advisory Services, Inc.
|Parkland Securities||Ann Arbor, MI||Aug 2014 - Current||3|
|Sammons Securities||Ann Arbor, MI||Jan 2003 - Aug 2014||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management2,586MILLIONS
Total Number of Accounts20,899ACCOUNTS
Average Account Value$123,754
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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