Brian BeveridgeCRD Number: 1051488
Current Firm: Secure Investment Management, LLC
Brian Beveridge (CRD# 1051488) is an Investment Advisor Representative working at Secure Investment Management, LLC in Tucson, AZ and has over 33 years of experience in the finance industry.
First Allied Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
First Heartland Consultants, Inc.
|J.d. Mellberg Financial, LLC||Tucson, AZ||Mar 2017 - Current||1|
|Secure Investment Management, LLC||Tucson, AZ||Nov 2016 - Current||1|
|J.d. Mellberg Financial, LLC||Tucson, AZ||Oct 2016 - Current||1|
|Jhfn Sii||Boca Raton, FL||May 2011 - Oct 2016||5|
|Allstate Insurance Co||Miramar, FL||Oct 2010 - May 2011||< 1|
|Ibis Financial Group||Boca Raton, FL||Nov 2008 - Oct 2010||1|
|Minnesota Life Insurance Company||St. Paul, MN||Nov 2008 - Oct 2010||1|
|Securian Financial Services||St. Paul, MN||Nov 2008 - Oct 2010||1|
|Signator Investors, Inc.||Miami, FL||Mar 2005 - Nov 2008||3|
|John Hancock||Boca Raton, FL||Mar 2005 - Nov 2008||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Apr 2005|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management111MILLIONS
Total Number of Accounts1,805ACCOUNTS
Average Account Value$61,429
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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