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Gregory Beal

Investment Adviser Representative at WESTERN WEALTH MANAGEMENT LLC

Arvada, COCRD #5006821Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Colorado
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/18/2015
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 10/9/2015
Series 24
General Securities Principal Examination
Passed 2/25/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Western Wealth Management LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LPL FINANCIAL LLCCurrent
9/1/2023Arvada, CO
WESTERN WEALTH MANAGEMENT LLCCurrent
4/30/2021Golden, CO
MORGAN STANLEY
5/24/20186/7/2021Boulder, CO
ADVISED ASSETS GROUP, LLC
6/24/20163/9/2018Greenwood Village, CO
CETERA ADVISORS LLC
11/18/20155/16/2016Denver, CO
CHARLES SCHWAB & CO., INC.
4/11/200811/13/2008Englewood, CO
CHARLES SCHWAB & CO., INC.
4/18/200612/31/2006Englewood, CO

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gregory Beal has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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