Brent Beverly is a founding member and the President of The Advisory Group. He is a CERTIFIED FINANCIAL PLANNER™ Practitioner. He is licensed and registered to provide Securities through LPL Financial and Insurance in many states. Brent graduated from Rice University with degrees in Economics and Managerial Studies. In addition to his education and certification, Brent brings decades of experience
serving as a U.S. Marine Corps officer and traveling the world when designing planning recommendations for clients.
Mr. Beverly was awarded his CERTIFIED FINANCIAL PLANNER™ certification in 1989. In addition to his experience in financial planning, he provides assistance with planning implementation in Securities and Insurance.
Mr. Beverly has the following credentials:
Securities licenses held with LPL Financial:
Series 7
Series 24
Series 53
Series 63
Series 65
Insurance: California Insurance License Number: 0684419
Life and Disability
Annuities
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.
Mr. Beverly is registered to provide Securities services in the following states: Alabama, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Hawaii, Idaho, Illinois, Kentucky, Maryland, Maine, Maryland, Massachusetts, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming.