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Beverly Tedstone

24 Years of Experience
Greenville, SC
Broker

Beverly Tedstone is a registered investment advisor, based in Greenville, SC, with 24 years of industry experience.

Location

300 Executive Center Dr, Suite 103, Greenville, SC, 29615

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History

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.

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Other Business Activities

Beverly works as a Senior Client Service Associate at NFP and a Registered Client Service Associate at Kestra Advisory Services, LLC, both investment-related. These roles take up nearly all of Beverly's time.

Employment History
Current Registrations
Kestra Investment Services, LLC
April 2018 - Present · 8 yrs 1 mo
Kestra Advisory Services, LLC
April 2018 - Present · 8 yrs 1 mo
Kestra Investment Services, LLCBroker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Suntrust Advisory Services, INC.
March 2018 - April 2018 · 1 mo
Suntrust Investment Services, INC.Broker
March 2018 - April 2018 · 1 mo
Suntrust Advisory Services, INC.
September 2016 - March 2018 · 1 yr 6 mos
Suntrust Investment Services, INC.
March 2015 - December 2016 · 1 yr 9 mos
Suntrust Investment Services, INC.Broker
September 2014 - March 2018 · 3 yrs 6 mos
Raymond James & Associates, INC.Broker
April 2014 - September 2014 · 5 mos
Sandlapper Securities, LLCBroker
November 2013 - April 2014 · 5 mos
Investment Professionals, INC.Broker
July 2013 - November 2013 · 4 mos
Raymond James Financial Services, INC.Broker
April 2012 - August 2013 · 1 yr 4 mos
First Heartland Capital, INC.Broker
November 2009 - April 2012 · 2 yrs 5 mos
Wells Fargo Advisors, LLCBroker
June 2002 - October 2009 · 7 yrs 4 mos
Wachovia Securities, INC.Broker
August 2001 - June 2002 · 10 mos
State Registrations1 state
SC
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.
Beverly Tedstone - Financial Advisor | TrueAdvisor