Beverly Schmitt
Beverly Schmitt is a registered investment advisor at Raymond James & Associates, INC., based in Centerville, OH, with 36 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
7887 Washington Village Drive, Suite 100, Centerville, OH, 45459
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Stifel, Nicolaus & Company, IncorporatedBroker
First Union Securities, INC.Broker
First Union Capital Markets CORP.Broker
J.C. Bradford & CO.Broker
Painewebber IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations3 states
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