Kari BeyerCRD Number: 1495036
Current Firm: Benjamin F. Edwards & Company, Incorporated
Kari Beyer (CRD# 1495036) is an Investment Advisor Representative working at Benjamin F. Edwards & Company, Incorporated in Saint Louis, MO and has over 26 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
Cetera Investment Advisers LLC
|Benjamin F. Edwards & Company||Geneva, IL||Nov 2017 - Current||4|
|Stifel Nicolaus & Co Inc.||Geneva, IL||Apr 2009 - Nov 2017||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1996|
|S66||NASAA Uniform Combined State Law Examination||Dec 2000|
Total Assets Under Management12,399MILLIONS
Total Number of Accounts37,954ACCOUNTS
Average Account Value$326,673
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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