Beverly Trainor
Beverly Trainor is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in St. Simon Island, GA, with 16 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3600 Frederica Road, Unit 6, St. Simon Island, GA, 31522
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Beverly is a trustee, executor, and personal representative for various trusts and estates, dedicating minimal time to each. She also serves on the finance/investment committee for the St Simons Island Rotary Scholarship Foundation and is the treasurer for St Simons United Methodist Church, spending a few hours per week on church duties.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations13 states
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