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James Gentry Beall

Beall Financial Planning, Inc.

Macon, GA

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Current Employers
Beall Financial Planning, Inc.

596 Byars Dr., Macon, GA 31210 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-02-14
FL RA APPROVED 2015-07-22
  • GA RA
    APPROVED
    Since 2024-02-14
  • FL RA
    APPROVED
    Since 2015-07-22

Branch Locations

596 Byars Dr., Macon, GA 31210 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Beall Financial Planning, Inc. Macon GA 05/1987 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-11-05
  • S65 Uniform Investment Adviser Law Examination
    1996-11-05
Other Names
  • Jim Beall
  • James Beall

View on SEC IAPD

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Other Investors

BRANDON SCOTT CHRISTY
Michelle Dykes
Samuel Joseph Gaston
Amanda Reynolds Howell
Alexander Pettola
Seth Christy
JOE MATHEWS
MELVIN HANSEL STUBBS

Other Offices

CHRISTY CAPITAL MANAGEMENT, INC. · MACON, GA
BICKLEY INVESTMENTS, LLC · MACON, GA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MACON, GA
EDWARD JONES · MACON, GA
LPL FINANCIAL LLC · MACON, GA
SMITH, BROWN & GROOVER INC. D/B/A SBG WEALTH MANAGEMENT · MACON, GA
PROSPERA FINANCIAL SERVICES, INC. · MACON, GA
STATE FARM INVESTMENT MANAGEMENT CORP. · Macon, GA

More in Macon, GA

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