Beverly Greene Surles

Employer firm

Stonex Advisors Inc. CRD 174182

$5.09B regulatory AUM 52 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2010 → Present
  Stonex Securities Inc.
  Ridgeland, MS
• 07/2016 → Present
  Stonex Advisors Inc.
  Ridgeland, MS

Previous Registrations

• 2007-12-10 → 2016-07-05
  Intl Advisory Consultants Inc.
  Birmingham, AL
• 2000-12-08 → 2007-12-17
  Ubs Financial Services Inc.
  Jackson, MS
  Jackson, MS

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-04
• S63 Uniform Securities Agent State Law Examination
  1991-05-06

Other Names

• Beverly Leigh Greene
• Beverly Leigh Greene Surles