James Beverley
James Beverley is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Burr Ridge, IL, with 29 years of industry experience. James is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
745 McClintock, Suite 120, Burr Ridge, IL, 60527
Get directionsHistory
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 ActivitiesSells Insurance
James is involved in several outside business activities, including coaching, investment clubs, and board memberships. He also works as a financial advisor through Kestra Investment Services and Kestra Advisory Services, spending nearly full-time hours on these activities, and offers insurance.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Robert W. Baird & CO. IncorporatedBroker
State Registrations16 states
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.
Exams
More Advisors
- Jeremiah LorenzKestra Advisory Services, LLC
- Joseph FishellaKestra Advisory Services, LLC
- Arthur LavallieKestra Advisory Services, LLC
- Marty Pereira, CFPKestra Advisory Services, LLC
- James Krebec, CFPCic Investment Consultants, LLC
- Don Barnes, CFPCetera Investment Advisers LLC