Frank Beals (CRD# 2690147) is an Investment Advisor Representative working at Edward Jones in Elkin, NC and has over 28 years of experience in the finance industry.
CRD# 4420979
Osaic Wealth, Inc.
CRD# 4439248
State Farm Investment Management Corp.
CRD# 2362862
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward D. Jones & Company, LP | Elkin, NC | Sep 1995 - Current | 28 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2007 |
- NC
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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