Carl BealeCRD Number: 6004681
Current Firm: Park Avenue Securities LLC
Carl Beale (CRD# 6004681) is an Investment Advisor Representative working at Park Avenue Securities LLC in Virginia Beach, VA and has over 5 years of experience in the finance industry.
Pathway Financial Planning, Inc.
Lincoln Financial Advisors Corporation
Virginia Capital Management Group Inc.
|Merrill Lynch, Pierce, Fenner And Smith, Inc.||Norfolk, VA||Oct 2012 - Oct 2015||3|
|Bluewater Yacht Sales||Hampton, VA||May 2006 - Oct 2012||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
- Financial Issue
- Judgments / Liens
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV