Brent J. Beverly, CFP®

Brent J. Beverly, CFP®

President, Senior Associate
Investment Advisor Representative

Brent Beverly is a founding member and the President of The Advisory Group, as well as Managing Field Agent and Registered Principal with FSC Securities Corporation. Mr. Beverly also serves as the Chief Executive Officer (CEO) and Chief Compliance Officer (CCO) for The Advisory Group.

Mr. Beverly became an independent financial planner in 1984 after serving as an officer in the U.S. Marine Corps. He founded a financial services firm in 1985, which grew into The Advisory Group. He has extensive knowledge in comprehensive personal financial planning, executive compensation programs, investment allocation, implementation strategies and techniques.

Mr. Beverly was awarded his CERTIFIED FINANCIAL PLANNER™ certification in 1989. In addition to his expertise in financial planning, he provides assistance with planning implementation in Securities, Insurance, and Real Estate.

Mr. Beverly has the following credentials:

  • Securities:
    • Series 7
    • Series 24
    • Series 53
    • Series 63
    • Series 65
  • Insurance: California Insurance License Number: 0684419
    • Life and Disability
    • Annuities
  • Real Estate:
    • California Broker License Number 00872521

Mr. Beverly holds a B.A. in Economics and Managerial Studies from Rice University. He is a retired Lieutenant Colonel from the U.S. Marine Corps.

We believe Mr. Beverly has a talent for explaining difficult subjects in a way that can be easily understood. A noted lecturer on financial topics, Mr. Beverly hosted the popular "Talking Success with Money" radio for over a year. He presents seminars and workshops to groups and clubs throughout the United States.

Mr. Beverly is registered to provide Securities services in the following states: Alabama, Arkansas, Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Kentucky, Massachusetts, Maryland, Maine, Michigan, Mississippi, Missouri, Montana, Nevada, North Carolina, New Mexico, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.

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