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Ann M Healy

Beale Healy Investment Advisors Inc.

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About Ann M Healy

Ann Healy is an investment advisor representative with Beale Healy Investment Advisors Inc. Ann has been in the securities industry since December 1979. Ann is registered to provide investment advisory services in Virginia. Ann also holds registrations in several states to provide securities services, and is a Certified Financial Planner.

Firm Information

Ann Healy is currently registered with Beale Healy Investment Advisors Inc.. Beale Healy Investment Advisors Inc. is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Beale Healy Investment Advisors Inc. manages approximately $66,151,019 in client assets.

$66.15M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ann Healy’s Registration & Firm History

VA

04/01/2002 - Present

Beale Healy Investment Advisors Inc. (RICHMOND VA)

NY

02/04/1988 - 03/13/1996

NEW ENGLAND SECURITIES (NEW YORK NY)

NA

04/19/1984 - 11/19/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

09/10/1982 - 04/26/1984

INVESTORS SECURITY COMPANY, INC.

NA

12/06/1979 - 08/30/1982

NEL EQUITY SERVICES CORPORATION

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Licenses & Designations

BC

Issued 03/10/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/09/1989

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/19/1983

Series 7 - General Securities Representative Examination

BC

Issued 11/27/1979

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ann M Healy.
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