James Beall is a CFP-designated registered investment advisor, based in Mclean, VA, with 12 years of industry experience.
Location
8200 Greensboro Dr, Fl 10, Mclean, VA, 22102
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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.
Learn about disclosures →Employment History
Current Registrations
Truist Investment Services, INC.
March 2018 - Present · 8 yrs 4 mos
Truist Investment Services, INC.Broker
March 2018 - Present · 8 yrs 4 mos
Truist Advisory Services, INC.
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Keel Point, LLC
January 2015 - April 2018 · 3 yrs 3 mos
Keel Point Advisors, LLC
April 2013 - December 2014 · 1 yr 8 mos
State Registrations4 states
DCFLMDVA
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.