Richard Beale (CRD# 718277) is an Investment Advisor Representative working at Beale Healy Investment Advisors Inc. in Richmond, VA and has over 43 years of experience in the finance industry.
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. | New York, NY | 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 | Nov 1980 |
- TX
- 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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