Beverly Mehta, financial advisor Norristown PA
93 score

Beverly Mehta

CRD Number: 4547193
Current Firm: The Mutual Fund Store

Beverly Mehta (CRD# 4547193) is an Investment Advisor Representative working at The Mutual Fund Store in Norristown, PA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Tmfs Advisors, LLC East Norriton, PA Apr 2016 - Current < 1
The Mutual Fund Store East Norriton, PA Nov 2006 - Mar 2016 9
Planco Financial Services, LLC Wayne, PA Jan 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2014
S63 Uniform Securities State Law Examination Aug 2005
Contact Info for Beverly J. Mehta
Phone Number: 913-319-8100
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    8,138
    MILLIONS
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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