Ferrell BeazerCRD Number: 1349845
Current Firm: Bbva Wealth Solutions Inc.
Ferrell Beazer (CRD# 1349845) is an Investment Advisor Representative working at Bbva Wealth Solutions Inc. in Tempe, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Bbva Compass Insurance Agency, Inc.||Austin, TX||Sep 2015 - Current||2|
|Bbva Wealth Solutions Inc.||Gilbert, AZ||Sep 2015 - Current||2|
|Bbva Securities Inc.||Gilbert, AZ||Aug 2015 - Current||2|
|Compass Bank||Birmingham, AL||Jun 2015 - Current||3|
|Wells Fargo Advisors, Ll||Gilbert, AZ||Apr 2014 - Jun 2015||1|
|Wells Fargo Home Mortgage||Chandler, AZ||Nov 2011 - Apr 2014||2|
|Jpmorgan Chase Na||Prescott, AZ||May 2008 - Nov 2011||3|
|Chase Investment Services Corp.||Prescott, AZ||May 2008 - Nov 2011||3|
|Express One Mortgage Corp.||Gilbert, AZ||May 1996 - May 2008||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2008|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management431MILLIONS
Total Number of Accounts1,342ACCOUNTS
Average Account Value$321,107
- 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, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI