Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Beverly? Claim Your ProfileBeverly Leann Barnes is a Registered Representative and Investment Advisor Representative with Captrust. Beverly has worked in the financial services industry for over 15 years, with previous roles at Trustcore Investments LLC and Morgan Keegan & Company, Inc. Beverly holds the Series 6, 7, 63, 66 and 99 securities licenses. Beverly is registered with the state of Tennessee. Beverly is a Mary Kay Representative.
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
TN
12/22/2022 - Present
Captrust (Brentwood TN)
TN
06/26/2008 - 12/31/2020
TRUSTCORE INVESTMENTS LLC (BRENTWOOD TN)
TN
02/26/2007 - 07/08/2008
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
03/21/2003 - 02/14/2007
AMSOUTH INVESTMENT SERVICES, INC. (NASHVILLE TN)
BOTH
Issued 07/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/24/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Beverly Barnes is the right advisor for you? Invested Better is here to help.
