Junius Beaver, financial advisor Louisville KY

Junius Beaver

CRD Number: 2166997
Current Firm: Lanier Asset Management, LLC

Junius Beaver (CRD# 2166997) is an Investment Advisor Representative working at Lanier Asset Management, LLC in Louisville, KY and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Lanier Asset Management, LLC Louisville, KY Aug 2009 - Current 13
Apw Capital, Inc. Louisville, NJ Aug 2009 - Nov 2020 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S65 NASAA Investment Advisors Law Examination Oct 1995
Contact Info for Junius V. Beaver
Phone Number: 502-909-1100
Registered State(s):
  • GA
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $556,038
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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