Chet Beene, financial advisor Waco TX

Chet Beene

CRD Number: 6795035
Current Firm: Woodbury Financial Services, Inc.

Chet Beene (CRD# 6795035) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Waco, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Woodbury Financial Services Inc. Waco, TX Aug 2019 - Current 1
Beene Wealth Management Group Waco, TX Apr 2016 - Current 4
Baylor Waco, TX Aug 2015 - May 2019 3
Ubs Waco, TX May 2017 - Aug 2017 < 1
Hogx Groesbeck, TX May 2009 - May 2017 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Chet B. Beene
Phone Number: 800-800-2638
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    11,615
    MILLIONS
  • Total Number of Accounts
    58,629
    ACCOUNTS
  • Average Account Value
    $198,109
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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