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Gina Marie Beall

Savant Wealth Management

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About Gina Marie Beall

Gina Marie Beall is an investment advisor representative associated with Savant Wealth Management and has been in the industry since April 1992. Gina Marie Beall has a current registration with the state of Illinois. Gina Marie Beall has passed the Series 3, 7, 63 and 65 exams. Gina Marie Beall was previously registered with Morgan Stanley & Co., Incorporated and First Interstate Investments,INC..

Firm Information

Gina Beall is currently registered with Savant Wealth Management. Savant Wealth Management is a large firm with over $50 billion in assets under management. They specialize in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Savant Wealth Management is based in Rockford, Illinois, and has over 240 investment advisor representatives.
Savant Wealth Management

190 BUCKLEY DRIVE

ROCKFORD, IL 61107

$29.06B

Assets Under Management

230

Total Clients

238

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.

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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Gina Beall’s Registration & Firm History

CA

04/20/2010 - Present

Savant Wealth Management (SAN DIEGO CA)

NY

10/25/1993 - 09/08/1998

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NA

04/01/1992 - 08/31/1993

FIRST INTERSTATE INVESTMENTS,INC.

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Licenses & Designations

IA

Issued 03/27/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/06/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/1994

Series 3 - National Commodity Futures Examination

BC

Issued 03/30/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gina Marie Beall.
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