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Beverly Blanton Provost

Fr Financial Advisors LLC

Coral Springs, FL

CRD 5740858

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Employer firm

Fr Financial Advisors LLC CRD 135980

$136M regulatory AUM 22 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Fr Financial Advisors Llc

5521 University Drive Suite 104, Coral Springs, FL 33067 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2016-02-05
  • FL RA
    APPROVED
    Since 2016-02-05

Branch Locations

5521 University Drive Suite 104, Coral Springs, FL 33067 • 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
Fr Financial Advisors, Llc Coral Springs FL 01/2016 Present
Previous Registrations
  • 2010-11-04 → 2016-02-01
    Securian Financial Services, Inc.
    Boca Raton, FL
Other Businesses

FR FINANCIAL INSURANCE 5521 UNIVERSITY DRIVE, SUITE 104, CORAL SPRINGS, FL 33067 NON-INVESTMENT RELATED INSURANCE AGENT FOR THE SALE OF INSURANCE (FIXED LIFE, DISABILITY, LONG-TERM CARE, HEALTH AND/OR GROUP BENEFITS) AND FIXED ANNUITIES; 01/2016 TO PRESENT; 10 HRS/ MO WITH 10 HRS DURING SECURITIES TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-11-01
  • S66 Uniform Combined State Law Examination
    2010-11-01
Designations
  • Certified Financial Planner

View on SEC IAPD

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