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Beth Lynn Baron

Richmond Capital Management Inc.

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About Beth Lynn Baron

Beth Lynn Baron is a financial advisor with over 20 years of experience in the industry. Beth is currently registered as an investment advisor representative with Richmond Capital Management Inc. in Richmond, VA. She specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Her expertise in portfolio management is complemented by her commitment to providing educational seminars to her clients. Beth has held previous positions at several financial institutions, including Nations Securities, BANC OF AMERICA INVESTMENT SERVICES, INC. and Sovran Investment Corporation. Beth is committed to providing her clients with personalized financial advice and guidance.

Firm Information

Beth Baron is currently registered with Richmond Capital Management Inc.. Richmond Capital Management Inc. is an investment advisor headquartered in Richmond, VA. They manage a total of $5.59 billion in assets for a variety of clients, including individuals, corporations, and institutional investors. They provide a range of advisory services, including portfolio management, financial planning, and educational seminars. They specialize in managing investments for pooled investment vehicles, such as pension plans, and have experience with a wide range of clients, including insurance companies, charitable organizations, and state and municipal government entities.
Richmond Capital Management Inc.

1509A BELLEVILLE STREET

RICHMOND, VA 23230

$5.59B

Assets Under Management

Not reported

Total Clients

11

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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Beth Baron’s Registration & Firm History

VA

04/13/2000 - Present

Richmond Capital Management Inc. (RICHMOND VA)

MA

01/01/1998 - 03/17/2000

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NA

06/07/1993 - 01/01/1998

NATIONSSECURITIES

MA

04/06/1992 - 06/07/1993

NATIONSBANC SECURITIES, INC. (BOSTON MA)

NY

01/01/1992 - 04/06/1992

NATIONSBANC CAPITAL MARKETS, INC. (NEW YORK NY)

NA

11/13/1986 - 01/01/1992

SOVRAN INVESTMENT CORPORATION

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Licenses & Designations

IA

Issued 10/23/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/03/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/09/1995

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/20/1995

Series 4 - Registered Options Principal Examination

BC

Issued 06/06/1994

Series 24 - General Securities Principal Examination

BC

Issued 12/20/1986

Series 7 - General Securities Representative Examination

BC

Issued 07/01/1986

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Beth Lynn Baron.
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