Beverly Settle is a registered investment advisor, based in Clemmons, NC, with 27 years of industry experience.
Location
Clemmons, NC
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 5 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 5 mos
Previous Registrations
Bb&t Securities, LLC
May 2014 - February 2021 · 6 yrs 9 mos
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLCBroker
September 1999 - January 2013 · 13 yrs 4 mos
Painewebber IncorporatedBroker
August 1998 - October 1999 · 1 yr 2 mos
State Registrations2 states
ARNC
AdvisorBrokerBoth
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
No exam information available for this advisor.