Beers Kight Financial Advisors, LLC

Beers Kight Financial Advisors, LLC (CRD# 160286) is a financial advisory firm headquartered in Columbia, SC. They manage $139,947,020 in 449 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3830 Forest Drive, Columbia, SC 29204
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    449
    ACCOUNTS
  • Average Account Value
    $311,686
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
  • Pension consulting services
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.

SC

Financial Advisors at Beers Kight Financial Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Val Beers, financial advisor Columbia SC
Val H. Beers
CRD#: 2406945
609 Sims Ave, Suite 203, Columbia, SC 29205
96
Wealthminder
score

Val Beers (CRD# 2406945) is an Investment Advisor Representative working at Beers Kight Financial Advisors, LLC in Columbia, SC and has over 23 years of experience in the finance industry. Val Beers 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
Barry Kight, financial advisor Columbia SC
Barry T. Kight
CRD#: 2982398
3830 Forest Drive, Columbia, SC 29204
96
Wealthminder
score

Barry Kight (CRD# 2982398) is an Investment Advisor Representative working at Beers Kight Financial Advisors, LLC in Columbia, SC and has over 20 years of experience in the finance industry. Barry Kight 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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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