Richard Beebe, financial advisor Naples FL

Richard Beebe

CRD Number: 4547996
Current Firm: Mai Capital Management, LLC

Richard Beebe (CRD# 4547996) is an Investment Advisor Representative working at Mai Capital Management, LLC in Naples, FL and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Mai Capital Management LLC Naples, FL May 2021 - Current 2
Mwm Investment Consulting, LLC Naples, FL Nov 2009 - Apr 2021 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Richard S. Beebe
Phone Number: (216) 920-4800
Firm Website: http://www.maiinvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    15,773
    MILLIONS
  • Total Number of Accounts
    23,704
    ACCOUNTS
  • Average Account Value
    $665,433
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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, WY

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