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Beverly Clare Bankus

Assuredpartners Investment Advisors

Lancaster, PA

CRD 6588490

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Employer firm

Assuredpartners Investment Advisors CRD 309550

$3.88B regulatory AUM 226 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:

Current Employers
Assuredpartners Investment Advisors

4600 W. Cypress Street Suite 405, Tampa, FL 33607 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-01-05
  • PA RA
    APPROVED
    Since 2023-01-05

Branch Locations

39 N. Duke St., Lancaster, PA 17602 • 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
Murray Securus Wealth Management Lancaster PA 06/2015 Present
  • 06/2015 → Present
    Murray Securus Wealth Management
    Lancaster, PA
Previous Registrations
  • 2016-11-25 → 2022-12-15
    Murray Wealth Management
    Lancaster, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-25
  • S65 Uniform Investment Adviser Law Examination
    2016-11-25

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OMICRON ADVISORS, LLC
MORGAN STANLEY

Nearby Investors

PATRICE STORMS HOENNINGER
ROSS WILSON BURNAM
ROSS CHRISTIAN BURNAM

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LANCASTER, PA
OMICRON ADVISORS, LLC · LANCASTER, PA
MORGAN STANLEY · Lancaster, PA

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