Frank H. Beals

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 09/1995 → Present
  Edward D. Jones & Co., L.P.
  Elkin, NC

Other Businesses

SURRY COMMUNITY COLLEGE ATHLETICS KNIGHTS FOUNDATION DOBSON, NC Start date: 1/1/2010 BOARD MEMBER Hours per week: 0 Hours during trading: 0 OVERSEE THE ATHLETIC DEPARTMENT AT THE COMMUNITY COLLEGE. HUGH CHATHAM MEMORIAL HOSPITAL FOUNDATION ELKIN, NC Start date: 7/1/2016 BOARD MEMBER Hours per week: 0 Hours during trading: 0 1) ATTENDING A MONTHLY MEETING 2) PLANNING FUND RAISER 3) EDUCATE ON PLANNED GIVING.

Exams

• S66 Uniform Combined State Law Examination
  2007-07-19
• S63 Uniform Securities Agent State Law Examination
  1996-01-11

Other Names

• Frank Harley Beals
• Frank H. Beals
• Frank H Beals