Best Investors Account Sign in
Inactive

Val Hain Beers

Beers Kight Financial Advisors, LLC

Columbia, SC

Columbia, SC

CRD 2406945

Claim This Profile
Employer firm

Beers Kight Financial Advisors, LLC CRD 160286

$179M regulatory AUM 100 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Beers Kight Financial Advisors, Llc

3830 Forest Drive, Columbia, SC 29204 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-11-25
  • SC RA
    APPROVED
    Since 2024-11-25

Branch Locations

609 Sims Ave Suite 203, Columbia, SC 29205 • United States

3830 Forest Drive, Columbia, SC 29204 • 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
Beers Kight Financial Advisors, Llc Columbia SC 02/2012 Present
Previous Registrations
  • 2009-03-13 → 2012-03-08
    Beers Financial Llc
    Columbia, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-21
  • S65 Uniform Investment Adviser Law Examination
    1994-11-21
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

INDEPENDENT ADVISOR ALLIANCE, LLC
APOLLON WEALTH MANAGEMENT, LLC
ABACUS PLANNING GROUP, INC.

Nearby Investors

STEPHANIE YAUN VOKRAL
Kevin Raphael Kelly
BRADLEY K HUMPHRIES

Nearby Offices

INDEPENDENT ADVISOR ALLIANCE, LLC · Columbia, SC
APOLLON WEALTH MANAGEMENT, LLC · Columbia, SC
ABACUS PLANNING GROUP, INC. · COLUMBIA, SC

More in Columbia, SC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor