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Carol Ligon Bieber

Professional Advisory Services Inc

Vero Beach, FL

CRD 3195212

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Employer firm

Professional Advisory Services Inc CRD 105397

$1.26B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Professional Advisory Services Inc

2770 Indian River Blvd Suite 204, Vero Beach, FL 32960 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2016-04-07
NC RA APPROVED 2016-04-07
TX RA APPROVED_RES 2007-11-30
FL RA APPROVED 1999-05-05
  • CA RA
    APPROVED
    Since 2016-04-07
  • NC RA
    APPROVED
    Since 2016-04-07
  • TX RA
    APPROVED_RES
    Since 2007-11-30
  • FL RA
    APPROVED
    Since 1999-05-05

Branch Locations

2770 Indian River Blvd #204, Vero Beach, FL 32960 • 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
Professional Advisory Services, Inc. Vero Beach FL 08/1998 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-22
  • S65 Uniform Investment Adviser Law Examination
    1999-02-22
Other Names
  • Carol Louise Ligon
  • Carol Bieber

View on SEC IAPD

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Nearby Investors

MICHAEL JOHN CURLEY
MICHELLE ANN DAVIS
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Nearby Offices

MORGAN STANLEY · Vero Beach, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL
WELLS FARGO CLEARING SERVICES, LLC · VERO BEACH, FL

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