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).

By the Numbers
  • Total Assets Under Management
    21
    MILLION
  • Total Number of Accounts
    92
    ACCOUNTS
  • Average Account Value
    $227,313
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Publication of periodicals or newsletters
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.

AL, FL, GA

Financial Advisors at Beall Financial Planning, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Colleen M. Giffin
CRD#: 4649420
2107 Ingleside Ave., Macon, GA 31204
96
Wealthminder
score

Colleen Giffin (CRD# 4649420) is an Investment Advisor Representative working at Beall Financial Planning, Inc. in Macon, GA and has over 13 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.

2
James G. Beall
CRD#: 2823957
2107 Ingleside Ave, Macon, GA 31204
93
Wealthminder
score

James Beall (CRD# 2823957) is an Investment Advisor Representative working at Beall Financial Planning, Inc. in Macon, GA and has over 20 years of experience in the finance industry.

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