RB
RB
Reid Beyerlein
21 Years of Experience
Berkley, MI
1 DisclosureBroker
Reid Beyerlein is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Berkley, MI, 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 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
3336 West Twelve Mile Road, Berkley, MI, 48072
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2019Denied
Other Business Activities
Reid is the owner of Bline Investments and Ties Like Me, spending minimal time on each. Neither activity is investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 8 mos
Raymond James Financial Services, INC.Broker
July 2007 - Present · 18 yrs 10 mos
Previous Registrations
Edward JonesBroker
March 2004 - July 2007 · 3 yrs 4 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.