Lena Beasley
Lena Beasley is a registered investment advisor at Raymond James & Associates, INC., based in San Rafael, CA, with 21 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
4000 Civic Center Drive, Suite 500, San Rafael, CA, 94903
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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.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Morgan Stanley
Morgan StanleyBroker
Fbr Capital Markets & CO.Broker
Wells Fargo Securities, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
U.S. Bancorp Piper Jaffray INC.Broker
Wells Fargo Securities, LLCBroker
J.P. Morgan Securities INC.Broker
State Registrations23 states
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