Beverly Herbert
Beverly Herbert is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2307 Crestmoor Road, Nashville, TN, 37215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Beverly works as an associate/employee for Pinnacle Asset Management and Pinnacle Bank, dedicating about half of her time to each. She also spends minimal time as a member of The Oakley Group team.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services, INC.Broker
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Suntrust Securities, INC.Broker
State Registrations28 states
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