Richard Lee Beale

Employer firm

Beale Healy Investment Advisors Inc CRD 110969

$103M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/1979 → Present
  Beale Healy Financial Group, Inc.
  Richmond, VA
• 01/1982 → Present
  Beale Healy Investment Advisors, Inc
  Richmond, VA
• 11/1989 → Present
  Osaic Wealth, Inc.
  Richmond, VA

Other Businesses

1. BEALE HEALY FINANCIAL GROUP INC. POSITION: Owner - President NATURE: Corporation - INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 01/26/1979 ADDRESS: 1802 Bayberry Court, Suite 305, Richmond, VA 23226, United States DESCRIPTION: Insurance Sales 2. BEALE HEALY INVESTMENT ADVISORS, INC., INVESTMENT RELATED, 1802 BAYBERRY COURT, SUITE 305, RICHMOND, VA 23226, POSITION: INVESTMENT ADVISORY SERVICES,VICE PRESIDENT, START DATE 1982, HOURS 120/MONTH, HOURS DURING SECURITIES TRADING 6 HRS PER DAY, DUTIES: CLIENT CONTACT, COMPUTER SYSTEMS 3. RICHARD BEALE POSITION: OWNER NATURE: SOLE PROPRIETORSHIP INVESTMENT RELATED: NO NUMBER OF HOURS: 20 INVESTMENT RELATED HOURS: 0 START DATE: 01/01/2001 ADDRESS: 20127 PENDLETON ROAD, BOWLING GREEN VA 22427 DESCRIPTION: FARMING INCOME/ RENTAL INCOME FROM LAND RENT

Exams

• S63 Uniform Securities Agent State Law Examination
  1980-11-24

Designations

• Chartered Financial Consultant

Other Names

• Richard Lt Beale
• Richard Lee Turberville Beale