Brian Beversluis
Brian Beversluis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lancaster, PA, with 10 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
486 Royer Drive, Suite 105, Lancaster, PA, 17601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian works as an associate/employee for both Fulton Bank and Fulton Financial Advisors, focusing on investments, sales, and service. He dedicates about half of his time to each of these roles.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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