Ferrell Beazer, financial advisor Tempe AZ
81 score

Ferrell Beazer

CRD 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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Bbva Compass Insurance Agency, Inc. Austin, TX Sep 2015 - Current 1
Bbva Wealth Solutions Inc. Gilbert, AZ Sep 2015 - Current 1
Bbva Securities Inc. Gilbert, AZ Aug 2015 - Current 1
Compass Bank Birmingham, AL Jun 2015 - Current 1
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Ferrell G. Beazer
Phone Number: 713-552-9277
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    361
    MILLIONS
  • Total Number of Accounts
    918
    ACCOUNTS
  • Average Account Value
    $393,188
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, LA, MI, NC, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
81

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