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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Spencer Beebe is an Investment Advisor Representative registered with MAI Capital Management, LLC. Richard Spencer Beebe has been in the industry for over 20 years and has experience working with individuals, high-net-worth individuals, trusts, estates, pension plans, and retirement plans. Richard Spencer Beebe works with clients to create personalized investment strategies to help them achieve their financial goals. Richard Spencer Beebe is licensed to provide advisory services in Florida. MAI Capital Management, LLC is a registered investment advisor with offices in Cleveland, Ohio, and Naples, Florida. The firm provides a variety of investment advisory services, including financial planning, portfolio management, and retirement planning. MAI Capital Management, LLC has over 130 employees and manages over $19 billion in assets.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
FL
06/22/2021 - Present
MAI Capital Management, LLC (Naples FL)
FL
08/01/2002 - 12/17/2008
CARNES CAPITAL CORPORATION (NAPLES FL)
BOTH
Issued 12/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/07/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/04/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/31/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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