Darrell Beahon (CRD# 2107480) is an Investment Advisor Representative working at Millennial Advisers, LLC in Tidioute, PA and has over 33 years of experience in the finance industry.
CRD# 5898841
Lpl Financial LLC
CRD# 6337610
Equitable Advisors, LLC
CRD# 1793128
Gladstone Wealth Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beahon Financial, LLC | Warren, PA | Jun 2021 - Current | 2 |
| Millennial Advisers, LLC | New York, NY | Jan 2020 - Current | 4 |
| The Financial Edge, Llc.-dba | Warren, PA | Aug 2017 - Current | 6 |
| Allied Millennial Partners, LLC | New York, NY | Jul 2018 - May 2023 | 4 |
| Proequities, Inc. | Warren, PA | Aug 2017 - Jul 2018 | < 1 |
| Stifel, Nicolaus & Company, Incorporated | Warren, PA | Mar 2009 - Aug 2017 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1990 |
| S65 | NASAA Investment Advisors Law Examination | Jan 1991 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management40MILLIONS
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Total Number of Accounts329ACCOUNTS
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Average Account Value$120,102
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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