Brent Beverly is a founding member and the President of 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 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.