Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barron? Claim Your ProfileBarron Beal is a financial advisor with Captrust in Dallas, Texas. Barron has been in the financial services industry since 1999. He specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, families, businesses, and institutions. Barron is a registered representative and investment advisor representative. He has a Series 7, 6, 63, 66, 10, 9, and 24 license. Barron is also a member of the Sanctuary 2021 LLC holding company.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/11/2021 - Present
Captrust (Dallas TX)
TX
12/16/2008 - 03/05/2010
FROST BROKERAGE SERVICES, INC. (DALLAS TX)
OK
11/16/2006 - 06/09/2008
BOSC, INC. (TULSA OK)
IL
07/01/2006 - 10/16/2006
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
11/18/1999 - 07/01/2006
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/16/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 08/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Barron Beal is the right advisor for you? Invested Better is here to help.
