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Kellie Mccarley Beyer

Avantax Investment Services, Inc.

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About Kellie Mccarley Beyer

Kellie Beyer is a financial professional with over 35 years of experience in the industry. Kellie has held various roles in the financial services industry, including positions at 1st Global Capital Corp. and H.D. Vest Investment Securities, Inc. Currently, Kellie is affiliated with Avantax Investment Services, Inc., a financial firm known for its comprehensive services. Kellie holds multiple licenses and registrations, demonstrating a commitment to professional development. Kellie's expertise in various financial fields, coupled with extensive experience, makes her a valuable resource for clients seeking financial guidance and support.

Firm Information

Kellie Beyer is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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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Kellie Beyer’s Registration & Firm History

TX

10/25/2019 - Present

Avantax Investment Services, Inc. (HOUSTON TX)

TX

04/30/1993 - 10/25/2019

1ST GLOBAL CAPITAL CORP. (HOUSTON TX)

TX

11/25/1987 - 04/22/1993

H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 10/06/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/14/1988

Series 53 - Municipal Securities Principal Examination

BC

Issued 08/24/1988

Series 24 - General Securities Principal Examination

BC

Issued 12/28/1987

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kellie Mccarley Beyer.
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