Beau Handy, financial advisor Louisville KY
93 score

Beau Handy

CRD Number: 6015760
Current Firm: Money Concepts Advisory Service

Beau Handy (CRD# 6015760) is an Investment Advisor Representative working at Money Concepts Advisory Service in Louisville, KY and has over 4 years of experience in the finance industry. Beau Handy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Patrick Lach, financial advisor Louisville KY
Patrick A. Lach
CRD# 5906366
Lach Financial
Score
107
Similar Advisors
Wesley Crowdis, financial advisor Louisville KY
Wesley L. Crowdis
CRD# 4979155
Winebrenner Capital Management LLC
Score
104
Similar Advisors
John Frymire, financial advisor Louisville KY
John M. Frymire
CRD# 3084350
Alexander Investment Services Company
Score
103
Professional Designations
Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Jan 2012 - Current 4
Western Kentucky University Louisville, KY Jul 2008 - Dec 2011 3
Unemployed Randolph Center, VT Jun 2008 - Jul 2008 < 1
Student Randolph Center, VT Sep 2001 - Jun 2008 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Beau J. Handy
Phone Number: 561-472-2000
Registered State(s):
  • KY
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

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, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Beau Handy and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.