Ann Healy (CRD# 874683) is an Investment Advisor Representative working at Beale Healy Investment Advisors Inc. in Richmond, VA and has over 44 years of experience in the finance industry. Ann Healy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1266966
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 864358
Frontier Financial Partners, LLC
CRD# 6404324
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Richmond, VA | Nov 1989 - Current | 34 |
| Beale Healy Investment Advisors, Inc. | Richmond, VA | Jan 1982 - Current | 42 |
| Beale Healy Financial Group, Inc. | Richmond, VA | Jan 1979 - Current | 45 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1980 |
- VA
-
Total Assets Under Management66MILLIONS
-
Total Number of Accounts106ACCOUNTS
-
Average Account Value$624,066
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
TX, VA
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