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Beverly Clare Bankus

Assuredpartners Investment Advisors

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About Beverly Clare Bankus

Beverly Clare Bankus is a Registered Investment Advisor representative with Assuredpartners Investment Advisors. Beverly holds a Series 65 license and has been in the industry since June of 2015. Beverly has previous experience with Murray Securus Wealth Management and Homemaking. Beverly is currently registered with the state of Pennsylvania and specializes in financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Beverly Bankus is currently registered with Assuredpartners Investment Advisors. AssuredPartners Investment Advisors is an investment advisor headquartered in Tampa, FL, with approximately $179,036,704 in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, referrals to unaffiliated investment advisors, college planning, and portfolio management for individuals and businesses. They have 16 investment advisor representatives and 6 registered representatives.
Assuredpartners Investment Advisors

4600 W. CYPRESS STREET

TAMPA, FL 33607

$179.04M

Assets Under Management

139

Total Clients

32

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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referrals to unaffiliated investment advisers, college planning

Referrals to unaffiliated investment advisers, college planning

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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other

Compensation related to referrals

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Beverly Bankus’s Registration & Firm History

PA

01/05/2023 - Present

Assuredpartners Investment Advisors (Lancaster PA)

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Licenses & Designations

IA

Issued 11/25/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Beverly Clare Bankus.
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