AdFi

Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
BH

Beau Hillger

Iowa·CRD #5694739
Dual-registered

Dual-registered at ARETE WEALTH ADVISORS, LLC

Experience
15 yrs
States
1
Exams
3
Since
2011
Est. fee
AUM / Hourly / Flat Fee / Performance-based / Other
Minimum
$50k
View profile
BH

Beau Hunter Davis

Georgia·CRD #2829250
Dual-registered

Dual-registered at BLUECHIP WEALTH ADVISORS LLC

Experience
28 yrs
States
2
Exams
5
Since
1998
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Beau Jacob Welsh

Alabama·CRD #6976434
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
8 yrs
States
34
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
BJ

Beau Jon Urban

Alaska·CRD #7654451
Dual-registered

Dual-registered at U.S. BANCORP ADVISORS, LLC

Experience
3 yrs
States
23
Exams
3
Since
2023
Fee
AUM / Other
View profile
BJ

Beau Joseph Comeaux

Louisiana·CRD #8189921
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
BJ

Beau Joshua Zumbusch

Minnesota·CRD #6489671
Dual-registered

Dual-registered at INSPIRE ADVISORS, LLC

Experience
11 yrs
States
1
Exams
3
Since
2015
Est. fee
AUM
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BJ

Beau Justin Handy

Florida·CRD #6015760
Dual-registered

Dual-registered at DMLO WEALTH PLANNING, LLC

Experience
14 yrs
States
12
Exams
3
Since
2012
Est. fee
AUM / Hourly / Flat Fee
View profile
BK

Beau Kelly Volley

California·CRD #2888229
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
28 yrs
States
19
Exams
5
Since
1998
Est. fee
AUM / Flat Fee
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BM

Beau M Browning

Alabama·CRD #4960304
Dual-registered

Dual-registered at COREVISION FINANCIAL GROUP

Experience
21 yrs
States
16
Exams
5
Since
2005
Fee
AUM / Hourly
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BM

Beau Michael Simon

Colorado·CRD #6620631
Dual-registered

Dual-registered at COMPOUND PLANNING, INC.

Experience
10 yrs
States
3
Exams
5
Since
2016
Est. fee
AUM / Flat Fee / Other
Minimum
$25k
View profile
BM

Beau Mitchel Fisher

Arizona·CRD #5063122
Dual-registered

Dual-registered at FISHER & WIENS WEALTH MANAGEMENT, LLC

Experience
21 yrs
States
8
Exams
4
Since
2005
Est. fee
AUM
Minimum
$1.0M
View profile
BM

Beau M Toth

Illinois·CRD #5389119
Dual-registered

Dual-registered at LEGACY CAPITAL WEALTH PARTNERS, LLC

Experience
18 yrs
States
2
Exams
5
Since
2008
Est. fee
AUM / Flat Fee
Minimum
$500k
View profile
BR

Beau Randolph Raymond

Alabama·CRD #4171340
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
22 yrs
States
38
Exams
3
Since
2004
Est. fee
AUM / Commission / Flat Fee
View profile
BS

Beau Scott Bushong

Tennessee·CRD #8237376
IA Rep

Investment Adviser Rep at LECONTE WEALTH MANAGEMENT, LLC

States
1
Exams
1
Since
2026
Est. fee
AUM / Hourly / Flat Fee
Minimum
$500k
View profile
BT

Beau Tanner Ashcraft

Indiana·CRD #7566299
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
4 yrs
States
1
Exams
2
Since
2022
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BT

Beau Thomas Woodward

N/A·CRD #3177273
Dual-registered

Dual-registered at WOODWARD DIVERSIFIED CAPITAL, LLC

Experience
23 yrs
Exams
4
Since
2003
Est. fee
AUM / Hourly / Flat Fee / Performance-based
View profile
BD

Beaux D Delattre

Colorado·CRD #4802407
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
15 yrs
States
14
Exams
5
Since
2011
Est. fee
AUM / Hourly / Flat Fee
View profile
BH

Becca H Brocato

Alabama·CRD #5451596
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
19 yrs
States
33
Exams
3
Since
2007
Est. fee
AUM / Commission / Flat Fee
View profile
BD

Beck Douglass Johnson

California·CRD #6124101
Dual-registered

Dual-registered at LIDO

Experience
13 yrs
States
1
Exams
5
Since
2013
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
BD

Beckham David Wyrick Jr

Alabama·CRD #6634175
IA Rep

Investment Adviser Rep at APTUS CAPITAL ADVISORS, LLC

Experience
10 yrs
States
1
Exams
1
Since
2016
Est. fee
AUM / Flat Fee
Minimum
$50k
View profile
BR

Beck Ryan Duggleby

Texas·CRD #7988070
IA Rep

Investment Adviser Rep at SVRN ASSET MANAGEMENT, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Flat Fee / Performance-based
View profile
BJ

Becky Jane Groves

Missouri·CRD #2148867
Dual-registered

Dual-registered at BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Experience
35 yrs
States
1
Exams
5
Since
1991
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$25k
View profile
BJ

Becky J Brockman

Nebraska·CRD #6297283
IA Rep

Investment Adviser Rep at OSAIC WEALTH, INC.

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
BL

Becky Lightman

Florida·CRD #5373242
Dual-registered

Dual-registered at BISON WEALTH, LLC

Experience
17 yrs
States
1
Exams
5
Since
2009
Est. fee
AUM / Hourly / Flat Fee
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

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