Isaac Beardmore (CRD# 6611551) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Marietta, OH and has over 7 years of experience in the finance industry.
CRD# 6362319
Ameriprise Financial Services, LLC
CRD# 2435428
Lexaurum Advisors
CRD# 1837499
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Marietta, OH | Feb 2021 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Marietta, OH | Feb 2021 - Current | 3 |
| Hall Financial Advisors, LLC | Marietta, OH | Jun 2016 - Current | 7 |
| Wells Fargo Advisor Financial Network, LLC | Parkersburg, WV | Jun 2016 - Feb 2021 | 4 |
| Triad Hunter, LLC | Marietta, OH | Nov 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2016 |
- OH
- TX
- WV
-
Total Assets Under Management275,430MILLIONS
-
Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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
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