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Carey Marshall Beaven

Lincoln Financial Distributors, Inc.

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About Carey Marshall Beaven

Carey Marshall Beaven is a financial professional with over 25 years of experience in the industry. Carey is currently registered with Lincoln Financial Distributors, Inc. in Fort Wayne, Indiana. Carey has held previous roles with firms including Lincoln Financial Advisors Corporation, LPL Financial LLC, Associated Securities Corp., InvestLinc Securities, LLC, BB&T Investment Services, Inc., CUNA Brokerage Services, Inc., SouthTrust Securities, Inc., First Union Securities, Inc., and First Union Brokerage Services, Inc. Carey is licensed to sell securities in Alabama, Georgia, and North Carolina.

Firm Information

Carey Beaven is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

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.

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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Carey Beaven’s Registration & Firm History

IN

05/01/2024 - Present

Lincoln Financial Distributors, Inc. (FORT WAYNE IN)

GA

06/30/2016 - 05/01/2024

LINCOLN FINANCIAL ADVISORS CORPORATION (Roswell GA)

GA

09/08/2009 - 05/26/2016

LPL FINANCIAL LLC (ATLANTA GA)

GA

09/02/2005 - 09/08/2009

ASSOCIATED SECURITIES CORP. (ATLANTA GA)

MS

10/19/2006 - 02/05/2008

INVESTLINC SECURITIES, LLC (JACKSON MS)

NC

08/12/2004 - 07/12/2005

BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)

IA

02/23/2004 - 08/02/2004

CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)

AL

07/24/2001 - 02/13/2004

SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)

MO

12/19/2000 - 03/21/2001

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

01/01/1996 - 04/25/1998

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

NC

03/22/1995 - 11/29/1995

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 04/19/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/21/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carey Marshall Beaven.
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