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Gavin Quade Beauregard

AI Funds

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About Gavin Quade Beauregard

Gavin Beauregard is a registered investment advisor representative with Ai Funds. Gavin is a Series 65 licensed advisor and has been in the financial industry since 2014. Gavin's experience includes roles at ARGI Investment Services, Cerity Partners, and Indiana University. Gavin's practice offers market timing services and portfolio management for businesses.

Firm Information

Gavin Beauregard is currently registered with AI Funds. AI Funds is a market timing services and portfolio management firm, primarily serving corporations and other businesses. They can be reached at their website, https://aifunds.com/ or on LinkedIn, https://www.linkedin.com/company/ai-funds/.

Not reported

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for businesses

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

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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Gavin Beauregard’s Registration & Firm History

KY

10/21/2024 - Present

AI Funds (Goshen KY)

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Licenses & Designations

IA

Issued 06/26/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gavin Quade Beauregard.
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