Beverly Ainsley, financial advisor South Bend IN

Beverly Ainsley

CRD Number: 4308049
Current Firm: Raymond James & Associates, Inc.

Beverly Ainsley (CRD# 4308049) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in South Bend, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. South Bend, IN Sep 2009 - Current 10
Morgan Stanley Smith Barney South Bend, IN Nov 2000 - Sep 2009 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2001
S65 NASAA Investment Advisors Law Examination Feb 2001
Contact Info for Beverly A. Ainsley
Phone Number: 727-567-1000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    176,057
    MILLIONS
  • Total Number of Accounts
    591,180
    ACCOUNTS
  • Average Account Value
    $297,807
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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