Beall Financial Planning, Inc.
Beall Financial Planning, Inc. (CRD# 125697) is a financial advisory firm headquartered in Macon, GA. They manage $20,912,840 in 92 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management21MILLION
Total Number of Accounts92ACCOUNTS
Average Account Value$227,313
- A percentage of assets under your management
- Hourly charges
- 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
- Publication of periodicals or newsletters
AL, FL, GA
Colleen Giffin (CRD# 4649420) is an Investment Advisor Representative working at Beall Financial Planning, Inc. in Macon, GA and has over 14 years of experience in the finance industry. Colleen Giffin 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.
James Beall (CRD# 2823957) is an Investment Advisor Representative working at Beall Financial Planning, Inc. in Macon, GA and has over 21 years of experience in the finance industry.