David BeelerCRD Number: 4560028
Current Firm: Edward Jones
David Beeler (CRD# 4560028) is an Investment Advisor Representative working at Edward Jones in Raleigh, NC and has over 14 years of experience in the finance industry.
Signator Investors, Inc.
Oak City Consulting, LLC
Hornor, Townsend & Kent, Inc.
|Edward Jones||St Louis, MO||Jul 2002 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2002|
|S66||NASAA Uniform Combined State Law Examination||Mar 2007|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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