Beale Healy Investment Advisors Inc.

Beale Healy Investment Advisors Inc. (CRD# 110969) is a financial advisory firm headquartered in Richmond, VA. They manage $63,013,089 in 261 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    261
    ACCOUNTS
  • Average Account Value
    $241,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, VA

Financial Advisors at Beale Healy Investment Advisors Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Richard L. Beale
CRD#: 718277
6806 Paragon Place, Suite 140, Richmond, VA 23230
96
Wealthminder
score

Richard Beale (CRD# 718277) is an Investment Advisor Representative working at Beale Healy Investment Advisors Inc. in Richmond, VA and has over 36 years of experience in the finance industry.

2
Ann M. Healy
CRD#: 874683
6806 Paragon Place, Suite 140, Richmond, VA 23230
96
Wealthminder
score

Ann Healy (CRD# 874683) is an Investment Advisor Representative working at Beale Healy Investment Advisors Inc. in Richmond, VA and has over 36 years of experience in the finance industry. Ann Healy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mary S. Magette
CRD#: 1100961
6806 Paragon Place, Suite 140, Richmond, VA 23230
93
Wealthminder
score

Mary Magette (CRD# 1100961) is an Investment Advisor Representative working at Beale Healy Investment Advisors Inc. in Richmond, VA and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.