Dennis Beadle
Dennis Beadle is a CFP-designated registered investment advisor at Archetype Advisors, LLC, based in Glens Falls, NY, with 42 years of industry experience. Dennis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 248 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Archetype Advisors manages investments through a wrap fee program. The annual fee is up to 2% of your portfolio, which includes financial planning, brokerage commissions, transaction fees, and other related costs.
Location
Glens Falls, NY
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Regulatory History (4)
Regulatory
February 2013Regulatory
June 2012Regulatory
June 2011Customer Dispute
April 2003Other Business ActivitiesSells Insurance
Dennis is an advisor, representative, and agent at Archetype Advisors LLC, offering investment advisory, insurance, and financial services since 2012.
Employment History
Current Registrations
Archetype Advisors, LLC
Previous Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Cpc Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.