Beall Financial Planning, Inc.

Beall Financial Planning, Inc. (CRD# 125697) is a financial advisory firm headquartered in Macon, GA. They manage $18,736,748 in 110 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2107 Ingleside Avenue, Macon, GA 31204
http://www.beallfp.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    110
    ACCOUNTS
  • Average Account Value
    $170,334
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
The map below shows states where this firm has explicit registration only.

FL, GA

Financial Advisors at Beall Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Colleen Giffin, financial advisor Macon GA
Colleen M. Giffin
CRD#: 4649420
2107 Ingleside Avenue, Macon, GA 31204

Colleen Giffin (CRD# 4649420) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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