Beverly Taite is a registered investment advisor, based in Atlanta, GA, with 24 years of industry experience.
Location
One Paces West, 2727 Paces Ferry Rd Suite 750, Of, Atlanta, GA, 30339
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Regulatory History (1)
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Financial
June 2022Pending
Other Business Activities
Beverly works as a contractor for food delivery services like DoorDash and Uber Eats. This takes about 10-20% of her time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
January 2022 - Present · 4 yrs 6 mos
Cambridge Investment Research Advisors, INC.
January 2022 - Present · 4 yrs 6 mos
Cambridge Investment Research, INC.
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
PNC Investments
August 2021 - November 2021 · 3 mos
PNC InvestmentsBroker
August 2021 - November 2021 · 3 mos
World Choice Securities, INC.Broker
March 2021 - September 2021 · 6 mos
Huntington Financial Advisors
May 2008 - September 2019 · 11 yrs 4 mos
The Huntington Investment CompanyBroker
March 2000 - September 2019 · 19 yrs 6 mos
State Registrations2 states
GAOH
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.